Melfa Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Melfa Wealth Management, LLC

  • $158 Billion
  • Q2 2025
Number of Shares
15,845
Previous 18,337 13.59%
Holding current value
$492 Million
Previous $561 Million 12.32%
% of portfolio
0.31%
Previous 0.38%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
N/A
-2,492 Reduced 13.59%
15,845 $492 Million
Q1 2025

May 02, 2025
SELL
N/A
-3,250 Reduced 15.06%
18,337 $561 Million
Q4 2024

Jan 17, 2025
BUY
N/A
3,775 Added 21.19%
21,587 $648 Million
Q3 2024

Oct 16, 2024
BUY
N/A
3,025 Added 20.46%
17,812 $549 Million
Q2 2024

Jul 15, 2024
BUY
N/A
14,787 New
14,787 $428 Million
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