Melfa Wealth Management, LLC Dimensional ETF Tr Transaction History
Melfa Wealth Management, LLC
- $139 Billion
- Q1 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 71,345 shares of DFAX stock, worth $1.85 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
71,345
Previous 70,058
1.84%
Holding current value
$1.85 Million
Previous $1.71 Billion
6.09%
% of portfolio
1.31%
Previous 1.61%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$299 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$285 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$192 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$167 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$149 Million0.24% of portfolio