Melfa Wealth Management, LLC Dimensional ETF Tr Transaction History

Melfa Wealth Management, LLC

$150 Billion
Q4 2024

A detailed history of Melfa Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 45,199 shares of DFAI stock, worth $1.45 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

45,199

Previous 43,778 3.25%

Holding current value

$1.45 Million

Previous $1.39 Billion 5.14%

% of portfolio

0.88%

Previous 0.92%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$29.0 - $31.6 $41,209 - $44,903	1,421 Added 3.25%	45,199 $1.32 Billion
Q3 2024 Oct 16, 2024	SELL	$28.69 - $32.06 $24,529 - $27,411	-855 Reduced 1.92%	43,778 $1.39 Billion
Q2 2024 Jul 15, 2024	BUY	$28.93 - $30.91 $9,980 - $10,663	345 Added 0.78%	44,633 $1.32 Billion
Q1 2024 Apr 23, 2024	BUY	$27.74 - $30.27 $4,355 - $4,752	157 Added 0.36%	44,288 $1.34 Billion
Q4 2023 Jan 22, 2024	BUY	$24.88 - $28.69 $475,830 - $548,696	19,125 Added 76.48%	44,131 $1.26 Billion
Q3 2023 Oct 30, 2023	BUY	$26.0 - $28.17 $42,614 - $46,170	1,639 Added 7.01%	25,006 $653 Million
Q2 2023 Jul 18, 2023	SELL	$26.46 - $28.05 $17,357 - $18,400	-656 Reduced 2.73%	23,367 $638 Million
Q1 2023 Apr 20, 2023	SELL	$25.21 - $27.45 $3,756 - $4,090	-149 Reduced 0.62%	24,023 $647 Million
Q4 2022 Jan 31, 2023	BUY	$21.47 - $25.85 $518,972 - $624,846	24,172 New	24,172 $605 Million

Others Institutions Holding DFAI

# of Institutions

606

Shares Held

230M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Melfa Wealth Management, LLC Dimensional ETF Tr Transaction History