Melone Private Wealth, LLC Davis Fundamental ETF Tr Transaction History

Melone Private Wealth, LLC

  • $233 Million
  • Q4 2025

A detailed history of Melone Private Wealth, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Melone Private Wealth, LLC holds 11,525 shares of DFNL stock, worth $522,313. This represents 0.22% of its overall portfolio holdings.

Number of Shares
11,525
Previous 10,450 10.29%
Holding current value
$522,313
Previous $472,000 10.59%
% of portfolio
0.22%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$43.34 - $46.36 $46,590 - $49,837
1,075 Added 10.29%
11,525 $522,000
Q2 2025

Jul 08, 2025
SELL
$34.38 - $42.94 $7,907 - $9,876
-230 Reduced 2.15%
10,450 $446,000
Q1 2025

Apr 11, 2025
BUY
$37.36 - $40.96 $399,004 - $437,452
10,680 New
10,680 $416,000

Others Institutions Holding DFNL

# of Institutions
56
Shares Held
4.84M
Call Options Held
0
Put Options Held
0
View Full List

About DAVIS FUNDAMENTAL ETF TR

DFNL Quotes by TradingView
  • Ticker DFNL
  • Sector ETFs
  • Industry ETFs
More about DFNL
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