BCO Wealth Management LLC
CIK 2054749 · Holdings on Dec 31, 2024 · First reported Feb 12, 2025
Top ten holdings
Q4 2024- DFAC20.63%
- DCOR16.42%
- DFCF13.29%
- DFSD9.93%
- DFIC8.56%
- MUB8.18%
- DFEM4.32%
- BND4.08%
- DFNM2.34%
- DFAX1.66%
Share classes counted separately89.41%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $24.81M | 20.63% | 717.25K shares | Prior unavailable — | — | ↗▾ |
| 02 | DCORDIMENSIONAL US CORE EQ 1 ETFUS CORE EQUITY 1 View history and evidence | $19.75M | 16.42% | 307.81K shares | Prior unavailable — | — | ↗▾ |
| 03 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $15.98M | 13.29% | 387.13K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $11.94M | 9.93% | 254.64K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $10.30M | 8.56% | 398.41K shares | Prior unavailable — | — | ↗▾ |
| 06 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $9.83M | 8.18% | 92.28K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $5.20M | 4.32% | 198.51K shares | Prior unavailable — | — | ↗▾ |
| 08 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $4.91M | 4.08% | 68.24K shares | Prior unavailable — | — | ↗▾ |
| 09 | DFNMDIMENSIONAL NATIONAL MUNI BDNATL MUN BD ETF View history and evidence | $2.81M | 2.34% | 58.90K shares | Prior unavailable — | — | ↗▾ |
| 10 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $1.99M | 1.66% | 80.17K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2054749 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Feb 12, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 120244871
}Research all 34 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.