Zrc Wealth Management, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 41,994 shares of DFAT stock, worth $2.42 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
41,994
Previous 39,135 7.31%
Holding current value
$2.42 Million
Previous $2.11 Billion 15.76%
% of portfolio
0.88%
Previous 0.83%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$53.36 - $59.69 $152,556 - $170,653
2,859 Added 7.31%
41,994 $2.44 Billion
Q2 2025

Jul 08, 2025
SELL
$44.8 - $53.97 $336,985 - $405,962
-7,522 Reduced 16.12%
39,135 $2.11 Billion
Q1 2025

Apr 09, 2025
BUY
$50.44 - $58.1 $242,313 - $279,112
4,804 Added 11.48%
46,657 $2.4 Billion
Q4 2024

Jan 28, 2025
BUY
$54.54 - $61.04 $30,324 - $33,938
556 Added 1.35%
41,853 $2.33 Billion
Q3 2024

Oct 04, 2024
BUY
$51.0 - $57.07 $409,377 - $458,100
8,027 Added 24.13%
41,297 $2.3 Billion
Q2 2024

Jul 08, 2024
BUY
$50.18 - $54.47 $178,389 - $193,640
3,555 Added 11.96%
33,270 $1.73 Billion
Q1 2024

Apr 19, 2024
BUY
$49.45 - $54.43 $127,234 - $140,048
2,573 Added 9.48%
29,715 $1.62 Billion
Q4 2023

Jan 16, 2024
SELL
$42.71 - $53.09 $5,595 - $6,954
-131 Reduced 0.48%
27,142 $1.24 Billion
Q3 2023

Oct 10, 2023
BUY
$45.07 - $49.71 $25,599 - $28,235
568 Added 2.13%
27,273 $1.25 Billion
Q2 2023

Jul 06, 2023
BUY
$41.44 - $46.39 $332,804 - $372,558
8,031 Added 43.01%
26,705 $1.24 Billion
Q1 2023

May 04, 2023
BUY
$42.38 - $49.75 $791,404 - $929,031
18,674 New
18,674 $831 Million

Others Institutions Holding DFAT

# of Institutions
792
Shares Held
171M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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.

Choose your preferred platform and Sign Up 👇 Telegram Email