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

Zrc Wealth Management, LLC

$237 Billion
Q4 2024

A detailed history of Zrc Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 3,861 shares of DFUS stock, worth $253,706. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,861

Previous 3,847 0.36%

Holding current value

$253,706

Previous $239 Million 2.86%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$61.52 - $66.5 $861 - $931	14 Added 0.36%	3,861 $246 Million
Q3 2024 Oct 04, 2024	SELL	$56.04 - $62.2 $1,737 - $1,928	-31 Reduced 0.8%	3,847 $239 Million
Q2 2024 Jul 08, 2024	BUY	$53.83 - $59.14 $96,463 - $105,978	1,792 Added 85.91%	3,878 $228 Million
Q1 2024 Apr 19, 2024	BUY	$50.79 - $56.98 $53,024 - $59,487	1,044 Added 100.19%	2,086 $113 Million
Q4 2023 Jan 16, 2024	BUY	$44.51 - $52.0 $222 - $260	5 Added 0.48%	1,042 $54 Million
Q3 2023 Oct 10, 2023	SELL	$46.29 - $49.87 $833 - $897	-18 Reduced 1.71%	1,037 $48.3 Million
Q2 2023 Jul 06, 2023	BUY	$43.77 - $48.16 $131 - $144	3 Added 0.29%	1,055 $50.8 Million
Q1 2023 May 04, 2023	BUY	$41.24 - $45.43 $43,384 - $47,792	1,052 New	1,052 $46.7 Million

Others Institutions Holding DFUS

# of Institutions

676

Shares Held

140M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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