Zrc Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Zrc Wealth Management, LLC
- $278 Billion
- Q3 2025
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 4,097 shares of DFIC stock, worth $134,545. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,097
              Previous 4,088
              
        
           0.22%
        
      
          
        Holding current value
$134,545
            Previous $127 Million
            
        
           5.68%
        
      
          
        % of portfolio
0.05%
            Previous 0.05%
          
        Shares
	  4 transactions
	
  Others Institutions Holding DFIC
# of Institutions
523Shares Held
300MCall Options Held
0Put Options Held
0- 
    
      Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
- 
    
      Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
- 
    
      Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
- 
    
      Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
- 
    
      High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio