Rf&L Wealth Management, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 94,650 shares of DFAS stock, worth $6.09 Million. This represents 4.33% of its overall portfolio holdings.
Number of Shares
94,650
Previous 94,640
0.01%
Holding current value
$6.09 Million
Previous $5.9 Billion
3.62%
% of portfolio
4.33%
Previous 4.54%
Shares
7 transactions
Others Institutions Holding DFAS
# of Institutions
663Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$730 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$449 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$433 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$286 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$175 Million1.82% of portfolio