Melfa Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Melfa Wealth Management, LLC

  • $150 Billion
  • Q4 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 96,887 shares of DFSV stock, worth $3.06 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
96,887
Previous 78,013 24.19%
Holding current value
$3.06 Million
Previous $2.4 Billion 24.11%
% of portfolio
1.99%
Previous 1.59%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$30.18 - $33.87 $569,617 - $639,262
18,874 Added 24.19%
96,887 $2.98 Billion
Q3 2024

Oct 16, 2024
BUY
$28.25 - $31.7 $64,268 - $72,117
2,275 Added 3.0%
78,013 $2.4 Billion
Q2 2024

Jul 15, 2024
BUY
$27.81 - $30.13 $167,805 - $181,804
6,034 Added 8.66%
75,738 $2.18 Billion
Q1 2024

Apr 23, 2024
BUY
$27.45 - $30.1 $155,751 - $170,787
5,674 Added 8.86%
69,704 $2.1 Billion
Q4 2023

Jan 22, 2024
BUY
$23.61 - $29.53 $808,736 - $1.01 Million
34,254 Added 115.04%
64,030 $1.86 Billion
Q3 2023

Oct 30, 2023
BUY
$24.97 - $27.69 $47,368 - $52,527
1,897 Added 6.8%
29,776 $755 Million
Q2 2023

Jul 18, 2023
BUY
$23.17 - $25.7 $26,460 - $29,349
1,142 Added 4.27%
27,879 $716 Million
Q1 2023

Apr 20, 2023
BUY
$23.74 - $28.31 $257,175 - $306,682
10,833 Added 68.11%
26,737 $667 Million
Q4 2022

Jan 31, 2023
BUY
$22.47 - $26.46 $357,362 - $420,819
15,904 New
15,904 $394 Million

Others Institutions Holding DFSV

# of Institutions
367
Shares Held
100M
Call Options Held
10.1K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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