Rf&L Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Rf&L Wealth Management, LLC
- $155 Billion
- Q2 2025
A detailed history of Rf&L Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 91,725 shares of DFAS stock, worth $6.34 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
91,725
Previous 96,405
4.85%
Holding current value
$6.34 Million
Previous $5.76 Billion
1.45%
% of portfolio
3.77%
Previous 4.12%
Shares
11 transactions
Others Institutions Holding DFAS
# of Institutions
844Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.4 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$542 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$430 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$403 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$193 Million3.23% of portfolio