Zrc Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Zrc Wealth Management, LLC
- $282 Billion
- Q4 2025
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 40,189 shares of DFAT stock, worth $2.29 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
40,189
Previous 41,994
4.3%
Holding current value
$2.29 Million
Previous $2.44 Billion
2.11%
% of portfolio
0.85%
Previous 0.88%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
808Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio