Bco Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Bco Wealth Management LLC
- $163 Billion
- Q4 2025
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 517,431 shares of DFIC stock, worth $17.3 Million. This represents 10.94% of its overall portfolio holdings.
Number of Shares
517,431
Previous 492,982
4.96%
Holding current value
$17.3 Million
Previous $16.2 Billion
10.31%
% of portfolio
10.94%
Previous 10.67%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
527Shares Held
284MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio