Bco Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Bco Wealth Management LLC

  • $140 Billion
  • Q2 2025
Number of Shares
358,149
Previous 345,213 3.75%
Holding current value
$23.9 Billion
Previous $21.2 Billion 13.08%
% of portfolio
17.08%
Previous 16.6%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
N/A
12,936 Added 3.75%
358,149 $23.9 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
37,406 Added 12.15%
345,213 $21.2 Billion
Q4 2024

Feb 12, 2025
BUY
N/A
307,807 New
307,807 $19.7 Billion
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