Zrc Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Zrc Wealth Management, LLC
- $233 Billion
- Q3 2024
A detailed history of Zrc Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 1,126 shares of DFAC stock, worth $38,914. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,126
Previous 1,124
0.18%
Holding current value
$38,914
Previous $36.3 Million
6.55%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.96 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.73 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$613 Million0.28% of portfolio