RF&L WEALTH MANAGEMENT, LLC DFUS Holdings History
RF&L WEALTH MANAGEMENT, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-06-30, RF&L WEALTH MANAGEMENT, LLC held 146,748.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $9.84 Mil. This investment constitutes 6.34% of their stock portfolio, and RF&L WEALTH MANAGEMENT, LLC now holds 0.06% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2022Q4. And since then RF&L WEALTH MANAGEMENT, LLC has made 2 purchases of DFUS, at an average price of $41.88, for a total of 156,969.00 shares. In addition, there have been 8 sales at an average price of $48.94 for 10,221.00 shares. Based on historical transaction data and DFUS's current price of $68.13, RF&L WEALTH MANAGEMENT, LLC's estimated gain on his DFUS holdings is $3.92 Mil, reflecting a 59.69% gain to date.
RF&L WEALTH MANAGEMENT, LLC DFUS ($68.13) Holding Chart
RF&L WEALTH MANAGEMENT, LLC DFUS ($68.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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