Rf&L Wealth Management, LLC Dimensional ETF Tr Transaction History

Rf&L Wealth Management, LLC

$155 Billion
Q2 2025

A detailed history of Rf&L Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 122,654 shares of DFIV stock, worth $5.72 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares

122,654

Previous 120,804 1.53%

Holding current value

$5.72 Million

Previous $4.75 Billion 10.48%

% of portfolio

3.38%

Previous 3.4%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$34.67 - $43.21 $64,139 - $79,938	1,850 Added 1.53%	122,654 $5.25 Billion
Q1 2025 Apr 21, 2025	BUY	$35.33 - $40.77 $130,438 - $150,522	3,692 Added 3.15%	120,804 $4.75 Billion
Q4 2024 Jan 15, 2025	BUY	$34.86 - $37.97 $191,032 - $208,075	5,480 Added 4.91%	117,112 $4.16 Billion
Q3 2024 Oct 16, 2024	BUY	$34.66 - $38.38 $58,644 - $64,938	1,692 Added 1.54%	111,632 $4.25 Billion
Q2 2024 Jul 19, 2024	BUY	$35.5 - $38.02 $71,745 - $76,838	2,021 Added 1.87%	109,940 $3.95 Billion
Q1 2024 Apr 30, 2024	BUY	$33.15 - $36.75 $115,295 - $127,816	3,478 Added 3.33%	107,919 $3.97 Billion
Q4 2023 Feb 14, 2024	BUY	$30.86 - $34.46 $39,469 - $44,074	1,279 Added 1.24%	104,441 $3.59 Billion
Q3 2023 Nov 02, 2023	BUY	$32.1 - $34.42 $77,361 - $82,952	2,410 Added 2.39%	103,162 $3.37 Billion
Q2 2023 Jul 27, 2023	BUY	$31.45 - $33.77 $61,327 - $65,851	1,950 Added 1.97%	100,752 $3.31 Billion
Q1 2023 May 03, 2023	BUY	$30.43 - $33.38 $25,226 - $27,672	829 Added 0.85%	98,802 $3.18 Billion
Q4 2022 Feb 14, 2023	BUY	$25.88 - $31.1 $2.54 Million - $3.05 Million	97,973 New	97,973 $2.98 Billion

Others Institutions Holding DFIV

# of Institutions

747

Shares Held

261M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Rf&L Wealth Management, LLC Dimensional ETF Tr Transaction History