Zrc Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Zrc Wealth Management, LLC
- $253 Billion
- Q2 2025
A detailed history of Zrc Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 4,088 shares of DFIC stock, worth $126,605. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,088
Previous 4,062
0.64%
Holding current value
$126,605
Previous $113 Million
12.69%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
496Shares Held
292MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$957 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$853 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$495 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$190 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$160 Million0.2% of portfolio