Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RF&L WEALTH MANAGEMENT, LLC (CIK 1965915) reported $133.6M across 52 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAT ($18.1M, 13.55%), DFAC ($11.0M, 8.24%), DFUS ($10.3M, 7.74%), DFUV ($9.7M, 7.29%), BSV ($9.1M, 6.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | $18.1M | 13.55% | 289,809 | Trimmed |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $11.0M | 8.24% | 283,137 | Trimmed |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $10.3M | 7.74% | 145,850 | Trimmed |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $9.7M | 7.29% | 200,932 | Trimmed |
| 5 | BSV | VANGUARD BD INDEX FDS | $9.1M | 6.80% | 115,903 | Added |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $6.8M | 5.06% | 128,164 | Trimmed |
| 7 | DFAS | DIMENSIONAL ETF TRUST | $6.5M | 4.84% | 90,962 | Trimmed |
| 8 | VOO | VANGUARD INDEX FDS | $5.3M | 3.99% | 8,919 | Added |
| 9 | FNDC | SCHWAB STRATEGIC TR | $4.9M | 3.69% | 106,308 | Trimmed |
| 10 | VTI | VANGUARD INDEX FDS | $4.8M | 3.61% | 15,017 | Trimmed |
| 11 | VBR | VANGUARD INDEX FDS | $4.7M | 3.50% | 21,491 | Trimmed |
| 12 | ITOT | ISHARES TR | $4.1M | 3.08% | 28,892 | Added |
| 13 | IEMG | ISHARES INC | $3.6M | 2.72% | 52,072 | Added |
| 14 | LLY | ELI LILLY & CO | $3.1M | 2.32% | 3,369 | Trimmed |
| 15 | IDEV | ISHARES TR | $2.6M | 1.95% | 31,107 | Added |
| 16 | FNDF | SCHWAB STRATEGIC TR | $2.1M | 1.57% | 42,979 | Trimmed |
| 17 | IWD | ISHARES TR | $2.0M | 1.52% | 9,477 | Added |
| 18 | ABBV | ABBVIE INC | $1.9M | 1.42% | 8,720 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $1.9M | 1.42% | 10,910 | Trimmed |
| 20 | DFAX | DIMENSIONAL ETF TRUST | $1.4M | 1.08% | 42,331 | Hold |
| 21 | DISV | DIMENSIONAL ETF TRUST | $1.3M | 1.01% | 34,070 | Added |
| 22 | AAPL | APPLE INC | $1.2M | 0.90% | 4,735 | Trimmed |
| 23 | BSVO | EA SERIES TRUST | $1.1M | 0.83% | 43,506 | Added |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | $1.1M | 0.79% | 19,578 | Trimmed |
| 25 | DFEM | DIMENSIONAL ETF TRUST | $986,057 | 0.74% | 28,540 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31