Zrc Wealth Management, LLC Dimensional ETF Tr Transaction History
Zrc Wealth Management, LLC
- $282 Billion
- Q4 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 93,689 shares of DFAU stock, worth $4.31 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
93,689
Previous 84,434
10.96%
Holding current value
$4.31 Million
Previous $3.86 Billion
13.48%
% of portfolio
1.55%
Previous 1.39%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
550Shares Held
150MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.51MShares$207 Million17.66% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio