Zrc Wealth Management, LLC Dimensional ETF Tr U S Core Eq 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 Core Eq stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 1,124 shares of DFAC stock, worth $36,990. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,124
Previous 1,122
0.18%
Holding current value
$36,990
Previous $35.9 Million
1.11%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
687MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.71 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.48 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.3 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.24 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$573 Million0.3% of portfolio