RF&L WEALTH MANAGEMENT, LLC DFAT Holdings History
RF&L WEALTH MANAGEMENT, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-06-30, RF&L WEALTH MANAGEMENT, LLC held 289,875.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $15.64 Mil. This investment constitutes 10.08% of their stock portfolio, and RF&L WEALTH MANAGEMENT, LLC now holds 0.15% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2022Q4. And since then RF&L WEALTH MANAGEMENT, LLC has made 4 purchases of DFAT, at an average price of $43.84, for a total of 303,681.00 shares. In addition, there have been 6 sales at an average price of $51.98 for 13,806.00 shares. Based on historical transaction data and DFAT's current price of $55.35, RF&L WEALTH MANAGEMENT, LLC's estimated gain on his DFAT holdings is $3.45 Mil, reflecting a 25.91% gain to date.
RF&L WEALTH MANAGEMENT, LLC DFAT ($55.35) Holding Chart
RF&L WEALTH MANAGEMENT, LLC DFAT ($55.35) 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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