Melfa Wealth Management, LLC Dimensional ETF Tr Transaction History
Melfa Wealth Management, LLC
- $158 Billion
- Q2 2025
A detailed history of Melfa Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 55,056 shares of DFAI stock, worth $1.94 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
55,056
Previous 45,074
22.15%
Holding current value
$1.94 Million
Previous $1.41 Billion
35.21%
% of portfolio
1.2%
Previous 0.95%
Shares
11 transactions
Others Institutions Holding DFAI
# of Institutions
674Shares Held
245MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$660 Million0.87% of portfolio
-
Envestnet Asset Management Inc9.25MShares$326 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$247 Million0.02% of portfolio
-
Sym Financial Corp6.61MShares$233 Million25.8% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$201 Million18.44% of portfolio