Zrc Wealth Management, LLC Dimensional ETF Tr Transaction History

Zrc Wealth Management, LLC

$253 Billion
Q2 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 69,328 shares of DFAU stock, worth $3.03 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

69,328

Previous 59,636 16.25%

Holding current value

$3.03 Million

Previous $2.29 Billion 28.11%

% of portfolio

1.16%

Previous 0.99%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$34.04 - $42.36 $329,915 - $410,553	9,692 Added 16.25%	69,328 $2.94 Billion
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

528

Shares Held

140M

Call Options Held

30.6K

Put Options Held

700

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

Track This Portfolio

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.

Account

Zrc Wealth Management, LLC Dimensional ETF Tr Transaction History