Melfa Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Melfa Wealth Management, LLC

  • $148 Billion
  • Q1 2025

A detailed history of Melfa Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 101,746 shares of DFSV stock, worth $2.91 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares
101,746
Previous 96,887 5.02%
Holding current value
$2.91 Million
Previous $2.98 Billion 3.96%
% of portfolio
1.93%
Previous 1.99%

Shares

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

May 02, 2025
BUY
$27.56 - $32.1 $133,914 - $155,973
4,859 Added 5.02%
101,746 $2.86 Billion
Q4 2024

Jan 17, 2025
BUY
$30.18 - $33.87 $569,617 - $639,262
18,874 Added 24.19%
96,887 $2.98 Billion
Q3 2024

Oct 16, 2024
BUY
$28.25 - $31.7 $64,268 - $72,117
2,275 Added 3.0%
78,013 $2.4 Billion
Q2 2024

Jul 15, 2024
BUY
$27.81 - $30.13 $167,805 - $181,804
6,034 Added 8.66%
75,738 $2.18 Billion
Q1 2024

Apr 23, 2024
BUY
$27.45 - $30.1 $155,751 - $170,787
5,674 Added 8.86%
69,704 $2.1 Billion
Q4 2023

Jan 22, 2024
BUY
$23.61 - $29.53 $808,736 - $1.01 Million
34,254 Added 115.04%
64,030 $1.86 Billion
Q3 2023

Oct 30, 2023
BUY
$24.97 - $27.69 $47,368 - $52,527
1,897 Added 6.8%
29,776 $755 Million
Q2 2023

Jul 18, 2023
BUY
$23.17 - $25.7 $26,460 - $29,349
1,142 Added 4.27%
27,879 $716 Million
Q1 2023

Apr 20, 2023
BUY
$23.74 - $28.31 $257,175 - $306,682
10,833 Added 68.11%
26,737 $667 Million
Q4 2022

Jan 31, 2023
BUY
$22.47 - $26.46 $357,362 - $420,819
15,904 New
15,904 $394 Million

Others Institutions Holding DFSV

# of Institutions
441
Shares Held
120M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Melfa Wealth Management, LLC Portfolio

Follow Melfa Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Melfa Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Melfa Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email