Rf&L Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Rf&L Wealth Management, LLC
- $130 Billion
- Q1 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 225,663 shares of DFUV stock, worth $8.8 Million. This represents 7.11% of its overall portfolio holdings.
Number of Shares
225,663
Previous 235,259
4.08%
Holding current value
$8.8 Million
Previous $8.76 Billion
5.4%
% of portfolio
7.11%
Previous 7.28%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio