Rf&L Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Rf&L Wealth Management, LLC
- $155 Billion
- Q2 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 27,805 shares of DISV stock, worth $1 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
27,805
Previous 24,725
12.46%
Holding current value
$1 Million
Previous $720 Million
27.09%
% of portfolio
0.59%
Previous 0.51%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
367Shares Held
79.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$320 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$213 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$211 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$114 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$91 Million1.18% of portfolio