Zrc Wealth Management, LLC Dimensional ETF Tr U S Core Eq 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 Core Eq stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 21,229 shares of DFAC stock, worth $747,260. This represents 0.31% of its overall portfolio holdings.
Number of Shares
21,229
Previous 1,126
1785.35%
Holding current value
$747,260
Previous $38.6 Million
1801.0%
% of portfolio
0.31%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.02 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.64 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$639 Million0.26% of portfolio