Rf&L Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Rf&L Wealth Management, LLC
- $131 Billion
- Q2 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 295,781 shares of DFAT stock, worth $16 Million. This represents 11.67% of its overall portfolio holdings.
Number of Shares
295,781
Previous 298,385
0.87%
Holding current value
$16 Million
Previous $16.2 Billion
5.53%
% of portfolio
11.67%
Previous 12.51%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$771 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$673 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$467 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$406 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$262 Million2.47% of portfolio