Zrc Wealth Management, LLC Dimensional ETF Tr Transaction History
Zrc Wealth Management, LLC
- $237 Billion
- Q4 2024
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 13,413 shares of DFAI stock, worth $410,571. This represents 0.17% of its overall portfolio holdings.
Number of Shares
13,413
Previous 7,891
69.98%
Holding current value
$410,571
Previous $251 Million
56.18%
% of portfolio
0.17%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
562Shares Held
190MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$988 Million6.3% of portfolio
-
Sym Financial Corp6.65MShares$204 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$185 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$171 Million17.39% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$132 Million0.02% of portfolio