Melfa Wealth Management, LLC Dimensional ETF Tr Transaction History
Melfa Wealth Management, LLC
- $158 Billion
- Q2 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 71,775 shares of DFAU stock, worth $3.13 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
71,775
Previous 71,704
0.1%
Holding current value
$3.13 Million
Previous $2.76 Billion
10.31%
% of portfolio
1.92%
Previous 1.86%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
526Shares Held
139MCall Options Held
30.6KPut Options Held
700-
Rvw Wealth, LLC4.33MShares$189 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$181 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$167 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$164 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$151 Million1.86% of portfolio