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 16,874 shares of DFIV stock, worth $806,914. This represents 0.46% of its overall portfolio holdings.
Number of Shares
16,874
Previous 16,540
2.02%
Holding current value
$806,914
Previous $708 Million
9.86%
% of portfolio
0.46%
Previous 0.45%
Shares
7 transactions
Others Institutions Holding DFIV
# of Institutions
782Shares Held
259MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.18 Billion0.78% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$953 Million1.77% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.8MShares$662 Million0.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$534 Million4.47% of portfolio
-
Savant Capital, LLC8.68MShares$415 Million2.24% of portfolio