Zrc Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Zrc Wealth Management, LLC
- $278 Billion
- Q3 2025
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 28,151 shares of DFAS stock, worth $1.89 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
28,151
Previous 27,602
1.99%
Holding current value
$1.89 Million
Previous $1.76 Billion
9.59%
% of portfolio
0.69%
Previous 0.69%
Shares
10 transactions
Others Institutions Holding DFAS
# of Institutions
869Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio