Rf&L Wealth Management, LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 146,816 shares of DFUS stock, worth $8.73 Million. This represents 6.57% of its overall portfolio holdings.

Number of Shares

146,816

Previous 147,283 0.32%

Holding current value

$8.73 Million

Previous $8.39 Billion 2.95%

% of portfolio

6.57%

Previous 6.46%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$53.83 - $59.14 $25,138 - $27,618	-467 Reduced 0.32%	146,816 $8.64 Billion
Q1 2024 Apr 30, 2024	SELL	$50.79 - $56.98 $25,395 - $28,490	-500 Reduced 0.34%	147,283 $8.39 Billion
Q4 2023 Feb 14, 2024	SELL	$44.51 - $52.0 $152,669 - $178,360	-3,430 Reduced 2.27%	147,783 $7.66 Billion
Q3 2023 Nov 02, 2023	BUY	$46.29 - $49.87 $113,364 - $122,131	2,449 Added 1.65%	151,213 $7.04 Billion
Q2 2023 Jul 27, 2023	SELL	$43.77 - $48.16 $139,013 - $152,956	-3,176 Reduced 2.09%	148,764 $7.16 Billion
Q1 2023 May 03, 2023	SELL	$41.24 - $45.43 $63,014 - $69,417	-1,528 Reduced 1.0%	151,940 $6.75 Billion
Q4 2022 Feb 14, 2023	BUY	$40.71 - $44.32 $6.25 Million - $6.8 Million	153,468 New	153,468 $6.39 Billion

Others Institutions Holding DFUS

# of Institutions

623

Shares Held

122M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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