Melfa Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Melfa Wealth Management, LLC
- $152 Billion
- Q3 2024
A detailed history of Melfa Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 17,729 shares of DFAR stock, worth $413,440. This represents 0.3% of its overall portfolio holdings.
Number of Shares
17,729
Previous 18,029
1.66%
Holding current value
$413,440
Previous $398 Million
14.09%
% of portfolio
0.3%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$68.8 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$51.2 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$44.9 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$37.9 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31 Million2.99% of portfolio