Zrc Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History

Zrc Wealth Management, LLC

$237 Billion
Q4 2024

A detailed history of Zrc Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 41,853 shares of DFAT stock, worth $2.39 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

41,853

Previous 41,297 1.35%

Holding current value

$2.39 Million

Previous $2.3 Billion 1.4%

% of portfolio

0.98%

Previous 0.99%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$54.54 - $61.04 $30,324 - $33,938	556 Added 1.35%	41,853 $2.33 Billion
Q3 2024 Oct 04, 2024	BUY	$51.0 - $57.07 $409,377 - $458,100	8,027 Added 24.13%	41,297 $2.3 Billion
Q2 2024 Jul 08, 2024	BUY	$50.18 - $54.47 $178,389 - $193,640	3,555 Added 11.96%	33,270 $1.73 Billion
Q1 2024 Apr 19, 2024	BUY	$49.45 - $54.43 $127,234 - $140,048	2,573 Added 9.48%	29,715 $1.62 Billion
Q4 2023 Jan 16, 2024	SELL	$42.71 - $53.09 $5,595 - $6,954	-131 Reduced 0.48%	27,142 $1.24 Billion
Q3 2023 Oct 10, 2023	BUY	$45.07 - $49.71 $25,599 - $28,235	568 Added 2.13%	27,273 $1.25 Billion
Q2 2023 Jul 06, 2023	BUY	$41.44 - $46.39 $332,804 - $372,558	8,031 Added 43.01%	26,705 $1.24 Billion
Q1 2023 May 04, 2023	BUY	$42.38 - $49.75 $791,404 - $929,031	18,674 New	18,674 $831 Million

Others Institutions Holding DFAT

# of Institutions

746

Shares Held

167M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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Zrc Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History