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 17,749 shares of DFIV stock, worth $712,089. This represents 0.47% of its overall portfolio holdings.

Number of Shares
17,749
Previous 16,604 6.9%
Holding current value
$712,089
Previous $589 Million 18.59%
% of portfolio
0.47%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$35.33 - $40.77 $40,452 - $46,681
1,145 Added 6.9%
17,749 $699 Million
Q4 2024

Jan 17, 2025
BUY
$34.86 - $37.97 $14,780 - $16,099
424 Added 2.62%
16,604 $589 Million
Q3 2024

Oct 16, 2024
BUY
$34.66 - $38.38 $485 - $537
14 Added 0.09%
16,180 $616 Million
Q2 2024

Jul 15, 2024
BUY
$35.5 - $38.02 $12,780 - $13,687
360 Added 2.28%
16,166 $581 Million
Q1 2024

Apr 23, 2024
BUY
$33.15 - $36.75 $523,968 - $580,870
15,806 New
15,806 $581 Million

Others Institutions Holding DFIV

# of Institutions
662
Shares Held
214M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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