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

Melfa Wealth Management, LLC

$152 Billion
Q3 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 318,540 shares of DFAC stock, worth $11.1 Million. This represents 7.21% of its overall portfolio holdings.

Number of Shares

318,540

Previous 329,075 3.2%

Holding current value

$11.1 Million

Previous $10.6 Billion 2.95%

% of portfolio

7.21%

Previous 7.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$31.05 - $34.29 $327,111 - $361,245	-10,535 Reduced 3.2%	318,540 $10.9 Billion
Q2 2024 Jul 15, 2024	SELL	$30.09 - $32.37 $39,177 - $42,145	-1,302 Reduced 0.39%	329,075 $10.6 Billion
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	$22.49 - $25.81 $7.08 Million - $8.13 Million	314,857 New	314,857 $7.64 Billion

Others Institutions Holding DFAC

# of Institutions

921

Shares Held

741M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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 U S Core Eq Transaction History