Melfa Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Melfa Wealth Management, LLC
- $150 Billion
- Q4 2024
A detailed history of Melfa Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 318,939 shares of DFAC stock, worth $10.6 Million. This represents 7.38% of its overall portfolio holdings.
Number of Shares
318,939
Previous 318,540
0.13%
Holding current value
$10.6 Million
Previous $10.9 Billion
1.0%
% of portfolio
7.38%
Previous 7.21%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,065Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.9 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.55 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.25 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.24 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$604 Million0.26% of portfolio