Rf&L Wealth Management, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 289,875 shares of DFAT stock, worth $15.8 Million. This represents 10.08% of its overall portfolio holdings.
Number of Shares
289,875
Previous 292,848
1.02%
Holding current value
$15.8 Million
Previous $15.1 Billion
3.73%
% of portfolio
10.08%
Previous 10.78%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
776Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$760 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$678 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$510 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$336 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$270 Million1.74% of portfolio