Melfa Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Melfa Wealth Management, LLC
- $152 Billion
- Q3 2024
A detailed history of Melfa Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 22,480 shares of DFAT stock, worth $1.26 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
22,480
Previous 25,973
13.45%
Holding current value
$1.26 Million
Previous $1.35 Billion
7.17%
% of portfolio
0.83%
Previous 0.94%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$793 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$492 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$413 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$291 Million2.46% of portfolio