Zrc Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Zrc Wealth Management, LLC
- $233 Billion
- Q3 2024
A detailed history of Zrc Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 2,113 shares of DFIC stock, worth $55,994. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,113
Previous 2,113
-0.0%
Holding current value
$55,994
Previous $55.6 Million
7.04%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
370Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$715 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$682 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$418 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio