Melfa Wealth Management, LLC Dimensional ETF Tr Transaction History
Melfa Wealth Management, LLC
- $171 Billion
- Q3 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 56,680 shares of DFAI stock, worth $2.1 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
56,680
Previous 55,056
2.95%
Holding current value
$2.1 Million
Previous $1.9 Billion
8.25%
% of portfolio
1.21%
Previous 1.2%
Shares
12 transactions
Others Institutions Holding DFAI
# of Institutions
713Shares Held
268MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio
-
Sym Financial Corp6.7MShares$248 Million26.25% of portfolio