Bco Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History

Bco Wealth Management LLC

$163 Billion
Q4 2025

A detailed history of Bco Wealth Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Bco Wealth Management LLC holds 342,947 shares of DFSD stock, worth $16.5 Million. This represents 10.09% of its overall portfolio holdings.

Number of Shares

342,947

Previous 295,646 16.0%

Holding current value

$16.5 Million

Previous $14.2 Billion 15.42%

% of portfolio

10.09%

Previous 9.4%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$48.17 - $48.5 $2.28 Million - $2.29 Million	47,301 Added 16.0%	342,947 $16.4 Billion
Q3 2025 Oct 14, 2025	BUY	$47.86 - $48.43 $89,067 - $90,128	1,861 Added 0.63%	295,646 $14.2 Billion
Q2 2025 Jul 18, 2025	BUY	$47.09 - $48.01 $825,676 - $841,807	17,534 Added 6.35%	293,785 $14.1 Billion
Q1 2025 Apr 28, 2025	BUY	$46.74 - $47.55 $1.01 Million - $1.03 Million	21,610 Added 8.49%	276,251 $13.1 Billion
Q4 2024 Feb 12, 2025	BUY	$46.75 - $47.8 $11.9 Million - $12.2 Million	254,641 New	254,641 $11.9 Billion

Others Institutions Holding DFSD

# of Institutions

391

Shares Held

86.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Bco Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History