Rf&L Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 21,110 shares of DISV stock, worth $623,378. This represents 0.4% of its overall portfolio holdings.

Number of Shares

21,110

Previous 18,510 14.05%

Holding current value

$623,378

Previous $538 Million 4.27%

% of portfolio

0.4%

Previous 0.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$26.18 - $28.77 $68,068 - $74,802	2,600 Added 14.05%	21,110 $561 Million
Q3 2024 Oct 16, 2024	BUY	$26.06 - $29.18 $42,868 - $48,001	1,645 Added 9.75%	18,510 $538 Million
Q2 2024 Jul 19, 2024	BUY	$26.23 - $28.56 $18,754 - $20,420	715 Added 4.43%	16,865 $454 Million
Q1 2024 Apr 30, 2024	BUY	$24.73 - $27.24 $48,099 - $52,981	1,945 Added 13.69%	16,150 $439 Million
Q4 2023 Feb 14, 2024	BUY	$22.43 - $25.87 $19,738 - $22,765	880 Added 6.6%	14,205 $366 Million
Q3 2023 Nov 02, 2023	BUY	$23.27 - $25.13 $6,515 - $7,036	280 Added 2.15%	13,325 $317 Million
Q2 2023 Jul 27, 2023	BUY	$23.01 - $24.6 $6,672 - $7,134	290 Added 2.27%	13,045 $309 Million
Q4 2022 Feb 14, 2023	BUY	$18.45 - $22.54 $235,329 - $287,497	12,755 New	12,755 $283 Million

Others Institutions Holding DISV

# of Institutions

324

Shares Held

66M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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Rf&L Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History