Melfa Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Melfa Wealth Management, LLC
- $158 Billion
- Q2 2025
A detailed history of Melfa Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 63,068 shares of DFUV stock, worth $2.82 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
63,068
Previous 63,662
0.93%
Holding current value
$2.82 Million
Previous $2.62 Billion
1.64%
% of portfolio
1.69%
Previous 1.77%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
741Shares Held
279MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.61 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.42 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$747 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$644 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.1MShares$453 Million0.56% of portfolio