Melfa Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Melfa Wealth Management, LLC
- $171 Billion
- Q3 2025
A detailed history of Melfa Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 22,468 shares of DFAT stock, worth $1.28 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
22,468
Previous 22,360
0.48%
Holding current value
$1.28 Million
Previous $1.21 Billion
8.4%
% of portfolio
0.77%
Previous 0.76%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
802Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$804 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$709 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$556 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$372 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$284 Million1.62% of portfolio