Rf&L Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 109,940 shares of DFIV stock, worth $4.17 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
109,940
Previous 107,919
1.87%
Holding current value
$4.17 Million
Previous $3.97 Billion
0.37%
% of portfolio
3.01%
Previous 3.05%
Shares
7 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$634 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$557 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$424 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$276 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$255 Million0.04% of portfolio