Zrc Wealth Management, LLC Dimensional ETF Tr Transaction History

Zrc Wealth Management, LLC

$237 Billion
Q4 2024

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 36,993 shares of DFAE stock, worth $978,834. This represents 0.4% of its overall portfolio holdings.

Number of Shares

36,993

Holding current value

$978,834

% of portfolio

0.4%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$25.36 - $28.15 $938,142 - $1.04 Million	36,993 New	36,993 $939 Million

Others Institutions Holding DFAE

# of Institutions

539

Shares Held

168M

Call Options Held

Put Options Held

Essential Planning, Llc. Portsmouth, NH

15.5M
Shares

$411 Million
2.64% of portfolio
Retirement Systems Of Alabama

12.7M
Shares

$335 Million
1.22% of portfolio
Mather Group, Llc. Chicago, IL

8.94M
Shares

$237 Million
2.96% of portfolio
Ubs Group Ag

5.28M
Shares

$140 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

4.58M
Shares

$121 Million
0.01% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Zrc Wealth Management, LLC Dimensional ETF Tr Transaction History