Melfa Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Melfa Wealth Management, LLC
- $139 Billion
- Q1 2024
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 67,583 shares of DFUV stock, worth $2.63 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
67,583
Previous 67,105
0.71%
Holding current value
$2.63 Million
Previous $2.5 Billion
10.67%
% of portfolio
2.0%
Previous 2.35%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio