Melfa Wealth Management, LLC Dimensional ETF Tr Transaction History
Melfa Wealth Management, LLC
- $152 Billion
- Q3 2024
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
Others Institutions Holding DFIV
# of Institutions
536Shares Held
185MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$611 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$536 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$409 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$266 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$245 Million0.04% of portfolio