Melfa Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Melfa Wealth Management, LLC
- $143 Billion
- Q2 2024
A detailed history of Melfa Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 329,075 shares of DFAC stock, worth $11.2 Million. This represents 7.42% of its overall portfolio holdings.
Number of Shares
329,075
Previous 330,377
0.39%
Holding current value
$11.2 Million
Previous $10.6 Billion
0.51%
% of portfolio
7.42%
Previous 7.62%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.81 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$599 Million0.29% of portfolio