RF&L WEALTH MANAGEMENT, LLC DFIV Holdings History
Number of Shares
122,654.00
Current Holdings Value*
$5.25 Mil
% of Portfolio
3.38%
Total Estimate Gain
$1.51 Mil
% of Total Estimate Gain
40.50%
RF&L WEALTH MANAGEMENT, LLC's Dimensional International Value ETF Holding Summary
As of 2025-06-30, RF&L WEALTH MANAGEMENT, LLC held 122,654.00 shares of Dimensional International Value ETF(DFIV), totaling $5.25 Mil. This investment constitutes 3.38% of their stock portfolio, and RF&L WEALTH MANAGEMENT, LLC now holds 0.04% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2022Q4. And since then RF&L WEALTH MANAGEMENT, LLC has made 10 purchases of DFIV, at an average price of $30.41, for a total of 122,654.00 shares. Based on historical transaction data and DFIV's current price of $42.72, RF&L WEALTH MANAGEMENT, LLC's estimated gain on his DFIV holdings is $1.51 Mil, reflecting a 40.50% gain to date.
RF&L WEALTH MANAGEMENT, LLC DFIV ($42.72) Holding Chart
RF&L WEALTH MANAGEMENT, LLC DFIV ($42.72) 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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