Zrc Wealth Management, LLC Dimensional ETF Tr Transaction History
Zrc Wealth Management, LLC
- $237 Billion
- Q4 2024
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 51,721 shares of DFAU stock, worth $2.19 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
51,721
Previous 35,793
44.5%
Holding current value
$2.19 Million
Previous $1.42 Billion
47.41%
% of portfolio
0.88%
Previous 0.61%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
478Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$83.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.29 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$209 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$176 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$154 Million1.81% of portfolio