Institutional Fund
Rf&L Wealth Management, LLC
Acton, MACIK 19659155 filings on record
Portfolio Value
$133.56M
Q1 2026
Holdings
52
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-25.1%
from $178.43M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust13.6%
- Dimensional ETF Trust8.2%
- Dimensional ETF Trust7.7%
- Dimensional ETF Trust7.3%
- Vanguard Bd Index Fds6.8%
- Dimensional ETF Trust5.1%
- Other51.3%
Portfolio Holdings
52 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 289.8K | $18.10M | 13.6% | −2.4K | Reduced |
| 2 | Dimensional ETF Trust | 283.1K | $11.00M | 8.2% | −1.7K | Reduced |
| 3 | Dimensional ETF Trust | 145.8K | $10.34M | 7.7% | −426 | Reduced |
| 4 | Dimensional ETF Trust | 200.9K | $9.74M | 7.3% | −3.5K | Reduced |
| 5 | Vanguard Bd Index Fds | 115.9K | $9.09M | 6.8% | +5.0K | Added |
| 6 | Dimensional ETF Trust | 128.2K | $6.76M | 5.1% | −942 | Reduced |
| 7 | Dimensional ETF Trust | 91.0K | $6.47M | 4.8% | −2.1K | Reduced |
| 8 | Vanguard Index Fds | 8.9K | $5.33M | 4.0% | +101 | Added |
| 9 | Schwab Strategic Tr | 106.3K | $4.93M | 3.7% | −1.6K | Reduced |
| 10 | Vanguard Index Fds | 15.0K | $4.82M | 3.6% | −589 | Reduced |
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