Melfa Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Melfa Wealth Management, LLC

$150 Billion
Q4 2024

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 96,887 shares of DFSV stock, worth $2.91 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares

96,887

Previous 78,013 24.19%

Holding current value

$2.91 Million

Previous $2.4 Billion 24.11%

% of portfolio

1.99%

Previous 1.59%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

414

Shares Held

109M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Melfa Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History