Rf&L Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Rf&L Wealth Management, LLC
- $141 Billion
- Q3 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 146,516 shares of DFUS stock, worth $9.62 Million. This represents 6.45% of its overall portfolio holdings.
Number of Shares
146,516
Previous 146,816
0.2%
Holding current value
$9.62 Million
Previous $8.64 Billion
5.48%
% of portfolio
6.45%
Previous 6.57%
Shares
8 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$575 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$523 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$385 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$326 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$271 Million0.08% of portfolio