Melfa Wealth Management, LLC Dimensional ETF Tr Transaction History

Melfa Wealth Management, LLC

$152 Billion
Q3 2024

A detailed history of Melfa Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 43,778 shares of DFAI stock, worth $1.3 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

43,778

Previous 44,633 1.92%

Holding current value

$1.3 Million

Previous $1.32 Billion 5.06%

% of portfolio

0.92%

Previous 0.93%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$28.69 - $32.06 $24,529 - $27,411	-855 Reduced 1.92%	43,778 $1.39 Billion
Q2 2024 Jul 15, 2024	BUY	$28.93 - $30.91 $9,980 - $10,663	345 Added 0.78%	44,633 $1.32 Billion
Q1 2024 Apr 23, 2024	BUY	$27.74 - $30.27 $4,355 - $4,752	157 Added 0.36%	44,288 $1.34 Billion
Q4 2023 Jan 22, 2024	BUY	$24.88 - $28.69 $475,830 - $548,696	19,125 Added 76.48%	44,131 $1.26 Billion
Q3 2023 Oct 30, 2023	BUY	$26.0 - $28.17 $42,614 - $46,170	1,639 Added 7.01%	25,006 $653 Million
Q2 2023 Jul 18, 2023	SELL	$26.46 - $28.05 $17,357 - $18,400	-656 Reduced 2.73%	23,367 $638 Million
Q1 2023 Apr 20, 2023	SELL	$25.21 - $27.45 $3,756 - $4,090	-149 Reduced 0.62%	24,023 $647 Million
Q4 2022 Jan 31, 2023	BUY	$21.47 - $25.85 $518,972 - $624,846	24,172 New	24,172 $605 Million

Others Institutions Holding DFAI

# of Institutions

538

Shares Held

179M

Call Options Held

7.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Melfa Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Melfa Wealth Management, LLC with notifications on news.

Account

Melfa Wealth Management, LLC Dimensional ETF Tr Transaction History