Melfa Wealth Management, LLC Dimensional ETF Tr Transaction History
Melfa Wealth Management, LLC
- $174 Billion
- Q4 2025
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 58,630 shares of DFAI stock, worth $2.17 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
58,630
Previous 56,680
3.44%
Holding current value
$2.17 Million
Previous $2.06 Billion
8.45%
% of portfolio
1.29%
Previous 1.21%
Shares
13 transactions
Others Institutions Holding DFAI
# of Institutions
720Shares Held
287MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio