Rf&L Wealth Management, LLC Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 290,998 shares of DFAC stock, worth $10.3 Million. This represents 7.06% of its overall portfolio holdings.
Number of Shares
290,998
Previous 292,146
0.39%
Holding current value
$10.3 Million
Previous $9.42 Billion
5.94%
% of portfolio
7.06%
Previous 7.17%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$627 Million0.28% of portfolio