Zrc Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History

Zrc Wealth Management, LLC

$237 Billion
Q4 2024

A detailed history of Zrc Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 3,861 shares of DFUS stock, worth $256,563. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,861

Previous 3,847 0.36%

Holding current value

$256,563

Previous $239 Million 2.86%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$61.52 - $66.5 $861 - $931	14 Added 0.36%	3,861 $246 Million
Q3 2024 Oct 04, 2024	SELL	$56.04 - $62.2 $1,737 - $1,928	-31 Reduced 0.8%	3,847 $239 Million
Q2 2024 Jul 08, 2024	BUY	$53.83 - $59.14 $96,463 - $105,978	1,792 Added 85.91%	3,878 $228 Million
Q1 2024 Apr 19, 2024	BUY	$50.79 - $56.98 $53,024 - $59,487	1,044 Added 100.19%	2,086 $113 Million
Q4 2023 Jan 16, 2024	BUY	$44.51 - $52.0 $222 - $260	5 Added 0.48%	1,042 $54 Million
Q3 2023 Oct 10, 2023	SELL	$46.29 - $49.87 $833 - $897	-18 Reduced 1.71%	1,037 $48.3 Million
Q2 2023 Jul 06, 2023	BUY	$43.77 - $48.16 $131 - $144	3 Added 0.29%	1,055 $50.8 Million
Q1 2023 May 04, 2023	BUY	$41.24 - $45.43 $43,384 - $47,792	1,052 New	1,052 $46.7 Million

Others Institutions Holding DFUS

# of Institutions

716

Shares Held

162M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

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.

Account

Zrc Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History