Rf&L Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Rf&L Wealth Management, LLC
- $141 Billion
- Q4 2024
A detailed history of Rf&L Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 94,222 shares of DFAS stock, worth $6.33 Million. This represents 4.34% of its overall portfolio holdings.
Number of Shares
94,222
Previous 94,325
0.11%
Holding current value
$6.33 Million
Previous $6.12 Billion
0.23%
% of portfolio
4.34%
Previous 4.33%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
719Shares Held
111MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$753 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$470 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$439 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio