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RF&L Wealth Management, LLC

Q3 2023 Holdings

Filed 2023-11-02 | 53 holdings | $107.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Dimensional ETF Trust(DFAC)US CORE EQUITY 225434V708$7.7M292,3897.1%
Dimensional ETF Trust(DFUV)US MKTWIDE VALUE25434V724$8.1M237,6647.5%
Dimensional ETF Trust(DFAT)US TARGETED VLU25434V609$13.8M302,58612.8%
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