Rf&L Wealth Management, LLC Dimensional ETF Tr Transaction History
Rf&L Wealth Management, LLC
- $141 Billion
- Q4 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 117,112 shares of DFIV stock, worth $4.69 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
117,112
Previous 111,632
4.91%
Holding current value
$4.69 Million
Previous $4.25 Billion
2.25%
% of portfolio
2.94%
Previous 3.01%
Shares
9 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$819 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$712 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$447 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$331 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$281 Million0.17% of portfolio