Bco Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Bco Wealth Management LLC
- $120 Billion
- Q4 2024
A detailed history of Bco Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bco Wealth Management LLC holds 398,409 shares of DFIC stock, worth $10.9 Million. This represents 8.56% of its overall portfolio holdings.
Number of Shares
398,409Holding current value
$10.9 Million% of portfolio
8.56%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
410Shares Held
2.27BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.2 Billion3.13% of portfolio
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Envestnet Asset Management Inc27MShares$737 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO25.7MShares$703 Million1.59% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$431 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$161 Million10.81% of portfolio