Rf&L Wealth Management, LLC Dimensional ETF Tr Transaction History

Rf&L Wealth Management, LLC

$140 Billion
Q1 2025

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 120,804 shares of DFIV stock, worth $5.13 Million. This represents 3.4% of its overall portfolio holdings.

Number of Shares

120,804

Previous 117,112 3.15%

Holding current value

$5.13 Million

Previous $4.16 Billion 14.43%

% of portfolio

3.4%

Previous 2.94%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$35.33 - $40.77 $130,438 - $150,522	3,692 Added 3.15%	120,804 $4.75 Billion
Q4 2024 Jan 15, 2025	BUY	$34.86 - $37.97 $191,032 - $208,075	5,480 Added 4.91%	117,112 $4.16 Billion
Q3 2024 Oct 16, 2024	BUY	$34.66 - $38.38 $58,644 - $64,938	1,692 Added 1.54%	111,632 $4.25 Billion
Q2 2024 Jul 19, 2024	BUY	$35.5 - $38.02 $71,745 - $76,838	2,021 Added 1.87%	109,940 $3.95 Billion
Q1 2024 Apr 30, 2024	BUY	$33.15 - $36.75 $115,295 - $127,816	3,478 Added 3.33%	107,919 $3.97 Billion
Q4 2023 Feb 14, 2024	BUY	$30.86 - $34.46 $39,469 - $44,074	1,279 Added 1.24%	104,441 $3.59 Billion
Q3 2023 Nov 02, 2023	BUY	$32.1 - $34.42 $77,361 - $82,952	2,410 Added 2.39%	103,162 $3.37 Billion
Q2 2023 Jul 27, 2023	BUY	$31.45 - $33.77 $61,327 - $65,851	1,950 Added 1.97%	100,752 $3.31 Billion
Q1 2023 May 03, 2023	BUY	$30.43 - $33.38 $25,226 - $27,672	829 Added 0.85%	98,802 $3.18 Billion
Q4 2022 Feb 14, 2023	BUY	$25.88 - $31.1 $2.54 Million - $3.05 Million	97,973 New	97,973 $2.98 Billion

Others Institutions Holding DFIV

# of Institutions

690

Shares Held

226M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rf&L Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rf&L Wealth Management, LLC with notifications on news.

Account

Rf&L Wealth Management, LLC Dimensional ETF Tr Transaction History