Rf&L Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Rf&L Wealth Management, LLC
- $140 Billion
- Q1 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 292,848 shares of DFAT stock, worth $14.4 Million. This represents 10.78% of its overall portfolio holdings.
Number of Shares
292,848
Previous 294,438
0.54%
Holding current value
$14.4 Million
Previous $16.4 Billion
7.99%
% of portfolio
10.78%
Previous 11.59%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
758Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$691 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
-
Savant Capital, LLC5.13MShares$252 Million2.33% of portfolio