Melfa Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Melfa Wealth Management, LLC

$139 Billion
Q1 2024

A detailed history of Melfa Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 330,377 shares of DFAC stock, worth $10.7 Million. This represents 7.62% of its overall portfolio holdings.

Number of Shares

330,377

Previous 313,126 5.51%

Holding current value

$10.7 Million

Previous $9.15 Billion 15.33%

% of portfolio

7.62%

Previous 8.62%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$28.62 - $31.95 $493,723 - $551,169	17,251 Added 5.51%	330,377 $10.6 Billion
Q4 2023 Jan 22, 2024	BUY	$24.91 - $29.38 $985,987 - $1.16 Million	39,582 Added 14.47%	313,126 $9.15 Billion
Q3 2023 Oct 30, 2023	BUY	$26.05 - $28.22 $82,422 - $89,288	3,164 Added 1.17%	273,544 $7.17 Billion
Q2 2023 Jul 18, 2023	SELL	$24.86 - $27.15 $963,971 - $1.05 Million	-38,776 Reduced 12.54%	270,380 $7.34 Billion
Q1 2023 Apr 20, 2023	SELL	$24.18 - $26.58 $137,850 - $151,532	-5,701 Reduced 1.81%	309,156 $7.88 Billion

Q4 2022 Jan 31, 2023	BUY	$23.74 - $25.81 $7.47 Million - $8.13 Million	314,857 New	314,857 $7.64 Billion

Others Institutions Holding DFAC

# of Institutions

841

Shares Held

680M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Melfa Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History