Zrc Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Zrc Wealth Management, LLC
- $233 Billion
- Q3 2024
A detailed history of Zrc Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 21,047 shares of DFAS stock, worth $1.36 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
21,047
Previous 21,035
0.06%
Holding current value
$1.36 Million
Previous $1.26 Billion
8.02%
% of portfolio
0.59%
Previous 0.6%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
663Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$730 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$449 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$433 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$286 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$175 Million1.82% of portfolio