Rf&L Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Rf&L Wealth Management, LLC
- $141 Billion
- Q3 2024
A detailed history of Rf&L Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 293,343 shares of DFAT stock, worth $17.3 Million. This represents 11.55% of its overall portfolio holdings.
Number of Shares
293,343
Previous 295,781
0.82%
Holding current value
$17.3 Million
Previous $15.3 Billion
6.36%
% of portfolio
11.55%
Previous 11.67%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
655Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$836 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$735 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$519 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$436 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$307 Million2.46% of portfolio