Zrc Wealth Management, LLC Dimensional ETF Tr Transaction History
Zrc Wealth Management, LLC
- $233 Billion
- Q3 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 35,793 shares of DFAU stock, worth $1.49 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
35,793
Previous 33,794
5.92%
Holding current value
$1.49 Million
Previous $1.27 Billion
12.13%
% of portfolio
0.61%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$201 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$120 Million0.71% of portfolio