Rf&L Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Rf&L Wealth Management, LLC
- $170 Billion
- Q3 2025
A detailed history of Rf&L Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 290,556 shares of DFAT stock, worth $16.5 Million. This represents 9.93% of its overall portfolio holdings.
Number of Shares
290,556
Previous 289,875
0.23%
Holding current value
$16.5 Million
Previous $15.6 Billion
8.13%
% of portfolio
9.93%
Previous 10.08%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio