Rf&L Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 18,510 shares of DISV stock, worth $516,058. This represents 0.38% of its overall portfolio holdings.
Number of Shares
18,510
Previous 16,865
9.75%
Holding current value
$516,058
Previous $454 Million
18.54%
% of portfolio
0.38%
Previous 0.35%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
268Shares Held
58MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$234 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$173 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$87.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$43.4 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$37.7 Million1.2% of portfolio