Zrc Wealth Management, LLC Dimensional ETF Tr Transaction History
Zrc Wealth Management, LLC
- $231 Billion
- Q1 2025
A detailed history of Zrc Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 13,454 shares of DFAI stock, worth $425,415. This represents 0.18% of its overall portfolio holdings.
Number of Shares
13,454
Previous 13,413
0.31%
Holding current value
$425,415
Previous $392 Million
7.28%
% of portfolio
0.18%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
616Shares Held
231MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.02 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$210 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$190 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$189 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$176 Million17.39% of portfolio