account_balance
Investment manager · 13F filer · SEC CIK 1965915
RF&L Wealth Management, LLC
Reported value$149Mas of Sep 30, 2026
Positions51 3 new, 2 sold out
Top 10 weight64.3%DFAT alone is 13%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFATDimensional ETF Trust
12.8%
DFACDimensional ETF Trust
8.4%
DFUSDimensional ETF Trust
8.1%
DFUVDimensional ETF Trust
7.3%
BSVVanguard Bd Index FDS
6.6%Added +3%
DFIVDimensional ETF Trust
4.8%
DFASDimensional ETF Trust
4.8%
VOOVanguard Index FDS
4.5%Added +3%
VTIVanguard Index FDS
3.6%
FNDCSchwab Strategic Tr
3.5%
ITOTiShares Tr
3.4%
VBRVanguard Index FDS
3.3%
DFATDimensional ETF Trust
12.8%
DFACDimensional ETF Trust
8.4%
DFUSDimensional ETF Trust
8.1%
DFUVDimensional ETF Trust
7.3%
BSVVanguard Bd Index FDS
6.6%+3%
DFIVDimensional ETF Trust
4.8%
DFASDimensional ETF Trust
4.8%
VOOVanguard Index FDS
4.5%
VTIVanguard Index FDS
3.6%
FNDC
ITOT
VBR3.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAT Dimensional ETF Trust 12.8% Held
DFAC Dimensional ETF Trust 8.4% Held
DFUS Dimensional ETF Trust 8.1% Held
DFUV Dimensional ETF Trust 7.3% Held
BSV Vanguard Bd Index FDS 6.6% Added +3%
DFIV Dimensional ETF Trust 4.8% Held
DFAS Dimensional ETF Trust 4.8% Held
VOO Vanguard Index FDS 4.5% Added +3%
VTI Vanguard Index FDS 3.6% Held
FNDC Schwab Strategic Tr 3.5% Held
ITOT iShares Tr 3.4% Held
VBR Vanguard Index FDS 3.3% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.