Melfa Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Melfa Wealth Management, LLC
- $171 Billion
- Q3 2025
A detailed history of Melfa Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 62,903 shares of DFUV stock, worth $2.83 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
62,903
Previous 63,068
0.26%
Holding current value
$2.83 Million
Previous $2.67 Billion
5.42%
% of portfolio
1.65%
Previous 1.69%
Shares
12 transactions
Others Institutions Holding DFUV
# of Institutions
770Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio