Melfa Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Melfa Wealth Management, LLC

$152 Billion
Q3 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 78,013 shares of DFSV stock, worth $2.6 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares

78,013

Previous 75,738 3.0%

Holding current value

$2.6 Million

Previous $2.18 Billion 10.23%

% of portfolio

1.59%

Previous 1.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

339

Shares Held

95.1M

Call Options Held

10.1K

Put Options Held

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