Melfa Wealth Management, LLC Dimensional ETF Tr Transaction History
Melfa Wealth Management, LLC
- $143 Billion
- Q2 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 16,166 shares of DFIV stock, worth $612,206. This represents 0.41% of its overall portfolio holdings.
Number of Shares
16,166
Previous 15,806
2.28%
Holding current value
$612,206
Previous $581 Million
0.03%
% of portfolio
0.41%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$633 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$555 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$423 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$275 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$254 Million0.04% of portfolio