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

Rf&L Wealth Management, LLC

$140 Billion
Q1 2025

A detailed history of Rf&L Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 205,316 shares of DFUV stock, worth $8.41 Million. This represents 6.05% of its overall portfolio holdings.

Number of Shares

205,316

Previous 209,256 1.88%

Holding current value

$8.41 Million

Previous $8.56 Billion 1.19%

% of portfolio

6.05%

Previous 6.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$39.96 - $43.3 $157,442 - $170,602	-3,940 Reduced 1.88%	205,316 $8.46 Billion
Q4 2024 Jan 15, 2025	SELL	$40.38 - $44.35 $101,959 - $111,983	-2,525 Reduced 1.19%	209,256 $8.56 Billion
Q3 2024 Oct 16, 2024	SELL	$38.51 - $41.69 $233,255 - $252,516	-6,057 Reduced 2.78%	211,781 $8.83 Billion
Q2 2024 Jul 19, 2024	SELL	$38.53 - $40.76 $301,497 - $318,947	-7,825 Reduced 3.47%	217,838 $8.55 Billion
Q1 2024 Apr 30, 2024	SELL	$36.22 - $40.9 $347,567 - $392,476	-9,596 Reduced 4.08%	225,663 $9.23 Billion
Q4 2023 Feb 14, 2024	SELL	$31.85 - $37.39 $76,599 - $89,922	-2,405 Reduced 1.01%	235,259 $8.76 Billion
Q3 2023 Nov 02, 2023	SELL	$33.83 - $36.19 $236,099 - $252,570	-6,979 Reduced 2.85%	237,664 $8.09 Billion
Q2 2023 Jul 27, 2023	SELL	$32.32 - $34.5 $107,302 - $114,540	-3,320 Reduced 1.34%	244,643 $8.44 Billion
Q1 2023 May 03, 2023	SELL	$31.9 - $35.83 $159,021 - $178,612	-4,985 Reduced 1.97%	247,963 $8.3 Billion
Q4 2022 Feb 14, 2023	BUY	$30.23 - $35.36 $7.65 Million - $8.94 Million	252,948 New	252,948 $8.47 Billion

Others Institutions Holding DFUV

# of Institutions

731

Shares Held

274M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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