Zrc Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Zrc Wealth Management, LLC

  • $231 Billion
  • Q1 2025
Number of Shares
202
Previous 201 0.5%
Holding current value
$5.29 Million
Previous $5.14 Million 3.02%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
N/A
1 Added 0.5%
202 $5.29 Million
Q4 2024

Jan 28, 2025
BUY
N/A
4 Added 2.03%
201 $5.14 Million
Q3 2024

Oct 04, 2024
SELL
N/A
-38 Reduced 16.17%
197 $5.69 Million
Q2 2024

Jul 08, 2024
BUY
N/A
235 New
235 $5.87 Million
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