RF&L WEALTH MANAGEMENT, LLC DFAS Holdings History
RF&L WEALTH MANAGEMENT, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-06-30, RF&L WEALTH MANAGEMENT, LLC held 91,725.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $5.84 Mil. This investment constitutes 3.77% of their stock portfolio, and RF&L WEALTH MANAGEMENT, LLC now holds 0.06% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2022Q4. And since then RF&L WEALTH MANAGEMENT, LLC has made 5 purchases of DFAS, at an average price of $51.63, for a total of 102,316.00 shares. In addition, there have been 5 sales at an average price of $59.64 for 10,591.00 shares. Based on historical transaction data and DFAS's current price of $65.25, RF&L WEALTH MANAGEMENT, LLC's estimated gain on his DFAS holdings is $1.33 Mil, reflecting a 25.25% gain to date.
RF&L WEALTH MANAGEMENT, LLC DFAS ($65.25) Holding Chart
RF&L WEALTH MANAGEMENT, LLC DFAS ($65.25) 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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