Melfa Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Melfa Wealth Management, LLC
- $139 Billion
- Q1 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 26,285 shares of DFAT stock, worth $1.34 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
26,285
Previous 24,628
6.73%
Holding current value
$1.34 Million
Previous $1.29 Billion
11.01%
% of portfolio
1.03%
Previous 1.21%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
631Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$698 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$645 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$463 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$394 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$246 Million3.04% of portfolio