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Dimensional Etf Trust shares owned by Melfa Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Melfa Wealth Management from 13F filings

Historical chart of Melfa Wealth Management investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Melfa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $616k 16k 38.08
2024-06-30 $581k 16k 35.94
2024-03-31 $581k 16k 36.75

More positions owned by Melfa Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Blackrock Income Tr Com New (BKT)
Eaton Vance Muni Income Trus Sh Ben Int (EVN)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Blackrock Muniyield Insured Fund (MYI)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Quality Fund (MQY)
Neuberger Ber. Intermediate Muni. Fund (NBH)
Nuveen Insd Dividend Advantage (NVG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Meta Platforms Cl A (META)
BlackRock MuniHoldings Fund (MHD)

View all positions for Melfa Wealth Management

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
Colony
Buckingham Asset Management
Savant Capital Management
Northern Trust
Pnc Financial Services
Buckingham Strategic Partners
Index Fund Advisors
Creative Planning
Foster Group
HighTower Advisors
CI Private Wealth
Plan
Modera Wealth Management

View all funds holding Dimensional Etf Trust