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 21,321 shares of DFAS stock, worth $1.27 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
21,321
Previous 22,985 7.24%
Holding current value
$1.27 Million
Previous $1.21 Billion 10.17%
% of portfolio
0.66%
Previous 0.72%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR U S SMALL C


  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Zrc Wealth Management, LLC Portfolio

Follow Zrc Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.