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

Zrc Wealth Management, LLC

$233 Billion
Q3 2024

A detailed history of Zrc Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 21,047 shares of DFAS stock, worth $1.42 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

21,047

Previous 21,035 0.06%

Holding current value

$1.42 Million

Previous $1.26 Billion 8.02%

% of portfolio

0.59%

Previous 0.6%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$59.25 - $65.33 $711 - $783	12 Added 0.06%	21,047 $1.37 Billion
Q2 2024 Jul 08, 2024	SELL	$57.42 - $62.37 $16,422 - $17,837	-286 Reduced 1.34%	21,035 $1.26 Billion
Q1 2024 Apr 19, 2024	SELL	$56.66 - $62.34 $94,282 - $103,733	-1,664 Reduced 7.24%	21,321 $1.33 Billion
Q3 2023 Oct 10, 2023	BUY	$51.84 - $57.67 $725 - $807	14 Added 0.06%	22,985 $1.21 Billion
Q2 2023 Jul 06, 2023	BUY	$49.85 - $54.8 $997 - $1,096	20 Added 0.09%	22,971 $1.26 Billion
Q1 2023 May 04, 2023	BUY	$50.35 - $57.8 $1.16 Million - $1.33 Million	22,951 New	22,951 $1.21 Billion

Others Institutions Holding DFAS

# of Institutions

689

Shares Held

107M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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