Rf&L Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 24,725 shares of DISV stock, worth $742,739. This represents 0.51% of its overall portfolio holdings.
Number of Shares
24,725
Previous 21,110
17.12%
Holding current value
$742,739
Previous $561 Million
28.37%
% of portfolio
0.51%
Previous 0.4%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
326Shares Held
67MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$266 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$192 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$94.6 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$67 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$49.5 Million1.46% of portfolio