Bco Wealth Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Bco Wealth Management LLC
- $120 Billion
- Q4 2024
A detailed history of Bco Wealth Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Bco Wealth Management LLC holds 58,899 shares of DFNM stock, worth $2.83 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
58,899Holding current value
$2.83 Million% of portfolio
2.34%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
223Shares Held
24.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
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Foster Group, Inc.1.14MShares$55 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$46 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio