Melfa Wealth Management, LLC Dimensional ETF Tr Transaction History

Melfa Wealth Management, LLC

$152 Billion
Q3 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 73,067 shares of DFAU stock, worth $3.03 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares

73,067

Previous 75,803 3.61%

Holding current value

$3.03 Million

Previous $2.84 Billion 2.05%

% of portfolio

1.91%

Previous 1.99%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$35.8 - $39.69 $97,948 - $108,591	-2,736 Reduced 3.61%	73,067 $2.9 Billion
Q2 2024 Jul 15, 2024	SELL	$34.53 - $37.67 $11,360 - $12,393	-329 Reduced 0.43%	75,803 $2.84 Billion
Q1 2024 Apr 23, 2024	BUY	$32.59 - $36.54 $61,888 - $69,389	1,899 Added 2.56%	76,132 $2.78 Billion
Q4 2023 Jan 22, 2024	SELL	$28.58 - $33.37 $4,887 - $5,706	-171 Reduced 0.23%	74,233 $2.47 Billion
Q3 2023 Oct 30, 2023	BUY	$29.79 - $32.13 $173,377 - $186,996	5,820 Added 8.49%	74,404 $2.23 Billion
Q2 2023 Jul 18, 2023	SELL	$28.25 - $30.99 $43,533 - $47,755	-1,541 Reduced 2.2%	68,584 $2.13 Billion
Q1 2023 Apr 20, 2023	BUY	$26.87 - $29.65 $32,700 - $36,084	1,217 Added 1.77%	70,125 $2.02 Billion
Q4 2022 Jan 31, 2023	BUY	$25.24 - $28.83 $1.74 Million - $1.99 Million	68,908 New	68,908 $1.86 Billion

Others Institutions Holding DFAU

# of Institutions

407

Shares Held

105M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Melfa Wealth Management, LLC Dimensional ETF Tr Transaction History