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 789 shares of DFSB stock, worth $0. This represents 0.02% of its overall portfolio holdings.

Number of Shares
789
Previous 770 2.47%
Holding current value
$0
Previous $40.9 Million 1.83%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
N/A
19 Added 2.47%
789 $40.2 Million
Q3 2024

Oct 04, 2024
BUY
N/A
4 Added 0.52%
770 $40.9 Million
Q2 2024

Jul 08, 2024
BUY
N/A
154 Added 25.16%
766 $39.1 Million
Q1 2024

Apr 19, 2024
BUY
N/A
24 Added 4.08%
612 $31.7 Million
Q3 2023

Oct 10, 2023
BUY
N/A
588 New
588 $29.3 Million

Others Institutions Holding DFSB

# of Institutions
72
Shares Held
3.95M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSB Quotes by TradingView
  • Ticker DFSB
More about DFSB
Track This Portfolio

Track Zrc Wealth Management, LLC Portfolio

Follow Zrc Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email