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 $55,677. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,113
Previous 2,113
-0.0%
Holding current value
$55,677
Previous $55.6 Million
7.04%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$711 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$678 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$416 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$155 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$128 Million17.02% of portfolio