Rf&L Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 43,163 shares of DFAX stock, worth $1.06 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
43,163
Previous 43,203
0.09%
Holding current value
$1.06 Million
Previous $1.17 Billion
8.05%
% of portfolio
0.76%
Previous 0.83%
Shares
7 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
223MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$276 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$224 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$184 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$177 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$140 Million0.23% of portfolio