Zrc Wealth Management, LLC Dimensional ETF Tr Transaction History

Zrc Wealth Management, LLC

  • $231 Billion
  • Q1 2025

A detailed history of Zrc Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 59,636 shares of DFAU stock, worth $2.26 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
59,636
Previous 51,721 15.3%
Holding current value
$2.26 Million
Previous $2.09 Billion 9.47%
% of portfolio
0.99%
Previous 0.88%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$37.84 - $42.29 $299,503 - $334,725
7,915 Added 15.3%
59,636 $2.29 Billion
Q4 2024

Jan 28, 2025
BUY
$39.27 - $42.38 $625,492 - $675,028
15,928 Added 44.5%
51,721 $2.09 Billion
Q3 2024

Oct 04, 2024
BUY
$35.8 - $39.69 $71,564 - $79,340
1,999 Added 5.92%
35,793 $1.42 Billion
Q2 2024

Jul 08, 2024
BUY
$34.53 - $37.67 $259,320 - $282,901
7,510 Added 28.57%
33,794 $1.27 Billion
Q1 2024

Apr 19, 2024
BUY
$32.59 - $36.54 $856,595 - $960,417
26,284 New
26,284 $960 Million

Others Institutions Holding DFAU

# of Institutions
499
Shares Held
130M
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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