Rf&L Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Rf&L Wealth Management, LLC
- $141 Billion
- Q4 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 146,431 shares of DFUS stock, worth $9.66 Million. This represents 6.6% of its overall portfolio holdings.
Number of Shares
146,431
Previous 146,516
0.06%
Holding current value
$9.66 Million
Previous $9.11 Billion
2.43%
% of portfolio
6.6%
Previous 6.45%
Shares
9 transactions
Others Institutions Holding DFUS
# of Institutions
682Shares Held
141MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$578 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$525 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$383 Million20.61% of portfolio
-
Plancorp, LLC4.96MShares$328 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$272 Million0.08% of portfolio