Rf&L Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 111,632 shares of DFIV stock, worth $4.17 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
111,632
Previous 109,940
1.54%
Holding current value
$4.17 Million
Previous $3.95 Billion
7.59%
% of portfolio
3.01%
Previous 3.01%
Shares
8 transactions
Others Institutions Holding DFIV
# of Institutions
541Shares Held
190MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc18.9MShares$708 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO16.7MShares$625 Million1.52% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$290 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio