RF&L WEALTH MANAGEMENT, LLC DFAC Holdings History
RF&L WEALTH MANAGEMENT, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, RF&L WEALTH MANAGEMENT, LLC held 287,575.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $10.31 Mil. This investment constitutes 6.64% of their stock portfolio, and RF&L WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q4. And since then RF&L WEALTH MANAGEMENT, LLC has made 5 purchases of DFAC, at an average price of $24.36, for a total of 296,997.00 shares. In addition, there have been 5 sales at an average price of $33.35 for 9,422.00 shares. Based on historical transaction data and DFAC's current price of $36.69, RF&L WEALTH MANAGEMENT, LLC's estimated gain on his DFAC holdings is $3.63 Mil, reflecting a 50.18% gain to date.
RF&L WEALTH MANAGEMENT, LLC DFAC ($36.69) Holding Chart
RF&L WEALTH MANAGEMENT, LLC DFAC ($36.69) 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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