Zrc Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Zrc Wealth Management, LLC
- $237 Billion
- Q4 2024
A detailed history of Zrc Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 2,113 shares of DFIC stock, worth $59,206. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,113
Previous 2,113
-0.0%
Holding current value
$59,206
Previous $59.5 Million
8.16%
% of portfolio
0.02%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
439Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio