Melfa Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Melfa Wealth Management, LLC

$150 Billion
Q4 2024

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 63,920 shares of DFUV stock, worth $2.74 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

63,920

Previous 63,930 0.02%

Holding current value

$2.74 Million

Previous $2.67 Billion 1.86%

% of portfolio

1.75%

Previous 1.76%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$40.38 - $44.35 $403 - $443	-10 Reduced 0.02%	63,920 $2.62 Billion
Q3 2024 Oct 16, 2024	SELL	$38.51 - $41.69 $111,370 - $120,567	-2,892 Reduced 4.33%	63,930 $2.67 Billion
Q2 2024 Jul 15, 2024	SELL	$38.53 - $40.76 $29,321 - $31,018	-761 Reduced 1.13%	66,822 $2.62 Billion
Q1 2024 Apr 23, 2024	BUY	$36.22 - $40.9 $17,313 - $19,550	478 Added 0.71%	67,583 $2.76 Billion
Q4 2023 Jan 22, 2024	SELL	$31.85 - $37.39 $117,876 - $138,380	-3,701 Reduced 5.23%	67,105 $2.5 Billion
Q3 2023 Oct 30, 2023	SELL	$33.83 - $36.19 $28,146 - $30,110	-832 Reduced 1.16%	70,806 $2.41 Billion
Q2 2023 Jul 18, 2023	SELL	$32.32 - $34.5 $116,448 - $124,303	-3,603 Reduced 4.79%	71,638 $2.47 Billion
Q1 2023 Apr 20, 2023	SELL	$31.9 - $35.83 $34,802 - $39,090	-1,091 Reduced 1.43%	75,241 $2.52 Billion
Q4 2022 Jan 31, 2023	BUY	$30.23 - $35.36 $2.31 Million - $2.7 Million	76,332 New	76,332 $2.56 Billion

Others Institutions Holding DFUV

# of Institutions

696

Shares Held

277M

Call Options Held

300

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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 Us Marketwi Transaction History