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

Rf&L Wealth Management, LLC

$170 Billion
Q3 2025

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 31,955 shares of DISV stock, worth $1.15 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

31,955

Previous 27,805 14.93%

Holding current value

$1.15 Million

Previous $915 Million 24.63%

% of portfolio

0.67%

Previous 0.59%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	BUY	$32.78 - $35.79 $136,037 - $148,528	4,150 Added 14.93%	31,955 $1.14 Billion
Q2 2025 Jul 07, 2025	BUY	$25.93 - $32.91 $79,864 - $101,362	3,080 Added 12.46%	27,805 $915 Million
Q1 2025 Apr 21, 2025	BUY	$26.09 - $30.21 $94,315 - $109,209	3,615 Added 17.12%	24,725 $720 Million
Q4 2024 Jan 15, 2025	BUY	$26.18 - $28.77 $68,068 - $74,802	2,600 Added 14.05%	21,110 $561 Million
Q3 2024 Oct 16, 2024	BUY	$26.06 - $29.18 $42,868 - $48,001	1,645 Added 9.75%	18,510 $538 Million

Q2 2024 Jul 19, 2024	BUY	$26.23 - $28.56 $18,754 - $20,420	715 Added 4.43%	16,865 $454 Million
Q1 2024 Apr 30, 2024	BUY	$24.73 - $27.24 $48,099 - $52,981	1,945 Added 13.69%	16,150 $439 Million
Q4 2023 Feb 14, 2024	BUY	$22.43 - $25.87 $19,738 - $22,765	880 Added 6.6%	14,205 $366 Million
Q3 2023 Nov 02, 2023	BUY	$23.27 - $25.13 $6,515 - $7,036	280 Added 2.15%	13,325 $317 Million
Q2 2023 Jul 27, 2023	BUY	$23.01 - $24.6 $6,672 - $7,134	290 Added 2.27%	13,045 $309 Million
Q4 2022 Feb 14, 2023	BUY	$18.45 - $22.54 $235,329 - $287,497	12,755 New	12,755 $283 Million

Others Institutions Holding DISV

# of Institutions

391

Shares Held

81.7M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rf&L Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rf&L Wealth Management, LLC with notifications on news.

Account

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