Melfa Wealth Management, LLC Dimensional ETF Tr Transaction History
Melfa Wealth Management, LLC
- $150 Billion
- Q4 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 16,604 shares of DFIV stock, worth $675,118. This represents 0.39% of its overall portfolio holdings.
Number of Shares
16,604
Previous 16,180
2.62%
Holding current value
$675,118
Previous $616 Million
4.38%
% of portfolio
0.39%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$832 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$723 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$454 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$337 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$285 Million0.17% of portfolio