Rf&L Wealth Management, LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 146,816 shares of DFUS stock, worth $8.92 Million. This represents 6.57% of its overall portfolio holdings.
Number of Shares
146,816
Previous 147,283
0.32%
Holding current value
$8.92 Million
Previous $8.39 Billion
2.95%
% of portfolio
6.57%
Previous 6.46%
Shares
7 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$484 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$360 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$307 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$252 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$225 Million0.23% of portfolio