Zrc Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Zrc Wealth Management, LLC
- $211 Billion
- Q2 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 3,878 shares of DFUS stock, worth $233,455. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,878
Previous 2,086
85.91%
Holding current value
$233,455
Previous $113 Million
101.16%
% of portfolio
0.11%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding DFUS
# of Institutions
603Shares Held
117MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$461 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$361 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$308 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$253 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$228 Million0.61% of portfolio