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

Zrc Wealth Management, LLC

$253 Billion
Q2 2025

A detailed history of Zrc Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 39,135 shares of DFAT stock, worth $2.19 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

39,135

Previous 46,657 16.12%

Holding current value

$2.19 Million

Previous $2.4 Billion 12.1%

% of portfolio

0.83%

Previous 1.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$44.8 - $53.97 $336,985 - $405,962	-7,522 Reduced 16.12%	39,135 $2.11 Billion
Q1 2025 Apr 09, 2025	BUY	$50.44 - $58.1 $242,313 - $279,112	4,804 Added 11.48%	46,657 $2.4 Billion
Q4 2024 Jan 28, 2025	BUY	$54.54 - $61.04 $30,324 - $33,938	556 Added 1.35%	41,853 $2.33 Billion
Q3 2024 Oct 04, 2024	BUY	$51.0 - $57.07 $409,377 - $458,100	8,027 Added 24.13%	41,297 $2.3 Billion
Q2 2024 Jul 08, 2024	BUY	$50.18 - $54.47 $178,389 - $193,640	3,555 Added 11.96%	33,270 $1.73 Billion
Q1 2024 Apr 19, 2024	BUY	$49.45 - $54.43 $127,234 - $140,048	2,573 Added 9.48%	29,715 $1.62 Billion
Q4 2023 Jan 16, 2024	SELL	$42.71 - $53.09 $5,595 - $6,954	-131 Reduced 0.48%	27,142 $1.24 Billion
Q3 2023 Oct 10, 2023	BUY	$45.07 - $49.71 $25,599 - $28,235	568 Added 2.13%	27,273 $1.25 Billion
Q2 2023 Jul 06, 2023	BUY	$41.44 - $46.39 $332,804 - $372,558	8,031 Added 43.01%	26,705 $1.24 Billion
Q1 2023 May 04, 2023	BUY	$42.38 - $49.75 $791,404 - $929,031	18,674 New	18,674 $831 Million

Others Institutions Holding DFAT

# of Institutions

776

Shares Held

170M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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