Rf&L Wealth Management, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 211,781 shares of DFUV stock, worth $8.83 Million. This represents 6.25% of its overall portfolio holdings.
Number of Shares
211,781
Previous 217,838
2.78%
Holding current value
$8.83 Million
Previous $8.55 Billion
3.21%
% of portfolio
6.25%
Previous 6.51%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.47 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.37 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$772 Million6.58% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$602 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$454 Million0.65% of portfolio