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 71,118 shares of DFAU stock, worth $3.27 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
71,118
Previous 71,112
0.01%
Holding current value
$3.27 Million
Previous $3.25 Billion
2.28%
% of portfolio
1.92%
Previous 1.91%
Shares
13 transactions
Others Institutions Holding DFAU
# of Institutions
550Shares Held
150MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.51MShares$207 Million17.66% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio