Melfa Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Melfa Wealth Management, LLC
- $150 Billion
- Q4 2024
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 22,533 shares of DFAT stock, worth $1.31 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
22,533
Previous 22,480
0.24%
Holding current value
$1.31 Million
Previous $1.25 Billion
0.29%
% of portfolio
0.84%
Previous 0.83%
Shares
9 transactions
Others Institutions Holding DFAT
# of Institutions
682Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$820 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$721 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$509 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$417 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$298 Million2.33% of portfolio