RF&L WEALTH MANAGEMENT, LLC DFUV Holdings History
RF&L WEALTH MANAGEMENT, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-06-30, RF&L WEALTH MANAGEMENT, LLC held 205,996.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $8.71 Mil. This investment constitutes 5.61% of their stock portfolio, and RF&L WEALTH MANAGEMENT, LLC now holds 0.08% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q4. And since then RF&L WEALTH MANAGEMENT, LLC has made 1 purchases of DFUV, at an average price of $33.25, for a total of 253,628.00 shares. In addition, there have been 9 sales at an average price of $37.83 for 47,632.00 shares. Based on historical transaction data and DFUV's current price of $42.99, RF&L WEALTH MANAGEMENT, LLC's estimated gain on his DFUV holdings is $2.22 Mil, reflecting a 26.38% gain to date.
RF&L WEALTH MANAGEMENT, LLC DFUV ($42.99) Holding Chart
RF&L WEALTH MANAGEMENT, LLC DFUV ($42.99) 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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