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Disclosed positions
BCO Wealth Management LLC: source evidence dated 2026-07-15T03:59:59.999Z.
- Issuer
- DIMENSIONAL ETF TRUST
- Ticker
- DFAC
- Class
- US COR EQU 2 ETF
- Reported value
- $39,183,920
- Reported amount
- 883,317
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002085853-26-000717Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $39,183,920 | 883,317 | SH | None |
| DIMENSIONAL ETF TRUST | DCOR | US COR EQU 1 ETF | $33,207,566 | 405,069 | SH | None |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $22,395,446 | 530,572 | SH | None |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $19,825,560 | 532,087 | SH | None |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $17,093,512 | 357,978 | SH | None |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $10,660,522 | 262,316 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $8,953,123 | 83,192 | SH | None |
| DIMENSIONAL ETF TRUST | DFNM | NATL MUN BD ETF | $5,420,144 | 112,137 | SH | None |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $4,201,415 | 39,461 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $3,574,182 | 48,688 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $2,907,449 | 78,921 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $2,444,681 | 29,835 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $852,880 | 10,358 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $748,850 | 1 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $700,213 | 935 | SH | None |
| VANGUARD WORLD FD | MGK | MEGA GRWTH IND | $592,074 | 6,735 | SH | None |
| ISHARES TR | IXC | GLOBAL ENERG ETF | $560,033 | 11,399 | SH | None |
| DIMENSIONAL ETF TRUST | DXUV | DIMENSIONAL US | $550,953 | 8,285 | SH | None |
| SEI EXCHANGE TRADED FUNDS | LEND | HIGH YIELD BOND | $548,606 | 21,795 | SH | None |
| IRON MTN INC DEL | IRM | COM | $539,975 | 4,275 | SH | None |
| VANGUARD WORLD FD | MGV | MEGA CAP VAL ETF | $529,905 | 3,242 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $525,837 | 2,628 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $509,898 | 1,019 | SH | None |
| EXTRA SPACE STORAGE INC | EXR | COM | $499,396 | 3,437 | SH | None |
| CONOCOPHILLIPS | COP | COM | $483,622 | 4,652 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $432,263 | 6,184 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $423,075 | 616 | SH | None |
| SELECT WATER SOLUTIONS INC | WTTR | CL A COM | $407,372 | 20,389 | SH | None |
| CBRE GROUP INC | CBRE | CL A | $397,471 | 2,951 | SH | None |
| CATERPILLAR INC | CAT | COM | $394,013 | 370 | SH | None |
| ISHARES TR | SOXX | ISHARES SEMICDTR | $387,659 | 605 | SH | None |
| DIMENSIONAL ETF TRUST | DFLV | US LARG VALU ETF | $368,316 | 9,315 | SH | None |
| SELECT SECTOR SPDR TR | XLRE | ST STR REAL ETF | $313,273 | 7,115 | SH | None |
| UMH PPTYS INC | UMH | COM | $302,104 | 19,954 | SH | None |
| AMAZON COM INC | AMZN | COM | $301,023 | 1,263 | SH | None |
| APPLE INC | AAPL | COM | $288,781 | 998 | SH | None |
| ESSENTIAL PPTYS RLTY TR INC | EPRT | COM | $288,053 | 9,650 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VSS | FTSE SMCAP ETF | $273,710 | 1,774 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $258,653 | 1,744 | SH | None |
| STAG INDUSTRIAL INC | STAG | COM | $235,972 | 6,200 | SH | None |
| APPLE HOSPITALITY REIT INC | APLE | COM NEW | $230,465 | 13,710 | SH | None |
| WP CAREY INC | WPC | COM | $203,775 | 2,850 | SH | None |
| AGNC INVT CORP | AGNC | COM | $144,033 | 13,214 | SH | None |
| MEDICAL PROPERTIES TRUST INC | MPT | COM | $120,582 | 26,100 | SH | None |
| PENNANTPARK FLOATING RATE CA | PFLT | COM | $89,902 | 12,019 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.