Melfa Wealth Management, LLC Dimensional ETF Tr Transaction History

Melfa Wealth Management, LLC

$148 Billion
Q1 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 66,931 shares of DFAX stock, worth $1.92 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

66,931

Previous 67,793 1.27%

Holding current value

$1.92 Million

Previous $1.69 Billion 4.05%

% of portfolio

1.18%

Previous 1.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$24.45 - $27.2 $21,075 - $23,446	-862 Reduced 1.27%	66,931 $1.75 Billion
Q4 2024 Jan 17, 2025	SELL	$24.76 - $27.04 $3,095 - $3,380	-125 Reduced 0.18%	67,793 $1.69 Billion
Q3 2024 Oct 16, 2024	SELL	$24.29 - $27.25 $101,896 - $114,313	-4,195 Reduced 5.82%	67,918 $1.83 Billion
Q2 2024 Jul 15, 2024	BUY	$24.57 - $26.36 $18,869 - $20,244	768 Added 1.08%	72,113 $1.83 Billion
Q1 2024 Apr 23, 2024	BUY	$23.42 - $25.45 $30,141 - $32,754	1,287 Added 1.84%	71,345 $1.82 Billion
Q4 2023 Jan 22, 2024	SELL	$21.44 - $24.42 $48,818 - $55,604	-2,277 Reduced 3.15%	70,058 $1.71 Billion
Q3 2023 Oct 30, 2023	SELL	$22.41 - $24.35 $30,275 - $32,896	-1,351 Reduced 1.83%	72,335 $1.63 Billion
Q2 2023 Jul 18, 2023	SELL	$22.56 - $24.03 $120,696 - $128,560	-5,350 Reduced 6.77%	73,686 $1.72 Billion
Q1 2023 Apr 20, 2023	SELL	$21.74 - $23.72 $30,327 - $33,089	-1,395 Reduced 1.73%	79,036 $1.82 Billion
Q4 2022 Jan 31, 2023	BUY	$18.81 - $22.36 $1.51 Million - $1.8 Million	80,431 New	80,431 $1.74 Billion

About DIMENSIONAL ETF TR

Ticker DFAX

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Melfa Wealth Management, LLC Dimensional ETF Tr Transaction History