Melfa Wealth Management, LLC Dimensional ETF Tr Transaction History
Melfa Wealth Management, LLC
- $158 Billion
- Q2 2025
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 16,540 shares of DFIV stock, worth $738,180. This represents 0.45% of its overall portfolio holdings.
Number of Shares
16,540
Previous 17,749
6.81%
Holding current value
$738,180
Previous $699 Million
1.4%
% of portfolio
0.45%
Previous 0.47%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
723Shares Held
234MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc21.1MShares$943 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$852 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$499 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$383 Million2.4% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$350 Million0.22% of portfolio