Rf&L Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 109,940 shares of DFIV stock, worth $4.17 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares

109,940

Previous 107,919 1.87%

Holding current value

$4.17 Million

Previous $3.97 Billion 0.37%

% of portfolio

3.01%

Previous 3.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

528

Shares Held

184M

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