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

Melfa Wealth Management, LLC

$148 Billion
Q1 2025

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 324,059 shares of DFAC stock, worth $10.5 Million. This represents 7.22% of its overall portfolio holdings.

Number of Shares

324,059

Previous 318,939 1.61%

Holding current value

$10.5 Million

Previous $11 Billion 3.09%

% of portfolio

7.22%

Previous 7.38%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$32.42 - $36.13 $165,990 - $184,985	5,120 Added 1.61%	324,059 $10.7 Billion
Q4 2024 Jan 17, 2025	BUY	$33.92 - $36.6 $13,534 - $14,603	399 Added 0.13%	318,939 $11 Billion
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

1,078

Shares Held

804M

Call Options Held

40K

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