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 16,180 shares of DFIV stock, worth $591,864. This represents 0.41% of its overall portfolio holdings.

Number of Shares
16,180
Previous 16,166 0.09%
Holding current value
$591,864
Previous $581 Million 6.04%
% of portfolio
0.41%
Previous 0.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$34.66 - $38.38 $485 - $537
14 Added 0.09%
16,180 $616 Million
Q2 2024

Jul 15, 2024

BUY
$35.5 - $38.02 $12,780 - $13,687
360 Added 2.28%
16,166 $581 Million
Q1 2024

Apr 23, 2024

BUY
$33.15 - $36.75 $523,968 - $580,870
15,806 New
15,806 $581 Million

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Melfa Wealth Management, LLC Portfolio

Follow Melfa Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Melfa Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Melfa Wealth Management, LLC with notifications on news.