Melfa Wealth Management, LLC Dimensional ETF Tr Transaction History
Melfa Wealth Management, LLC
- $171 Billion
- Q3 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 65,862 shares of DFAX stock, worth $2.11 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
65,862
Previous 65,802
0.09%
Holding current value
$2.11 Million
Previous $1.93 Billion
6.94%
% of portfolio
1.21%
Previous 1.22%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
664Shares Held
256MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Envestnet Asset Management Inc6.67MShares$213 Million0.06% of portfolio