Melfa Wealth Management, LLC Dimensional ETF Tr Transaction History
Melfa Wealth Management, LLC
- $139 Billion
- Q1 2024
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 44,288 shares of DFAI stock, worth $1.34 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
44,288
Previous 44,131
0.36%
Holding current value
$1.34 Million
Previous $1.26 Billion
5.89%
% of portfolio
0.97%
Previous 1.19%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
490Shares Held
135MCall Options Held
400Put Options Held
177K-
Sym Financial Corp6.09MShares$184 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.28MShares$160 Million23.76% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$142 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$117 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$101 Million15.43% of portfolio