Rf&L Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Rf&L Wealth Management, LLC
- $141 Billion
- Q3 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 94,325 shares of DFAS stock, worth $6.38 Million. This represents 4.33% of its overall portfolio holdings.
Number of Shares
94,325
Previous 94,650
0.34%
Holding current value
$6.38 Million
Previous $5.69 Billion
7.59%
% of portfolio
4.33%
Previous 4.33%
Shares
8 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$758 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$473 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$450 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$332 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$184 Million1.82% of portfolio