Melfa Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Melfa Wealth Management, LLC

  • $150 Billion
  • Q4 2024
Number of Shares
21,587
Previous 17,812 21.19%
Holding current value
$648 Million
Previous $549 Million 18.12%
% of portfolio
0.43%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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