Melfa Wealth Management »

Dimensional Etf Trust shares owned by Melfa Wealth Management

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

Historical chart of Melfa Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 70k 30.10
2023-12-31 $1.9M 64k 29.12
2023-09-30 $755k 30k 25.34
2023-06-30 $717k 28k 25.70
2023-03-31 $667k 27k 24.93
2022-12-31 $394k 16k 24.77

More positions owned by Melfa Wealth Management

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

View all positions for Melfa Wealth Management

Top funds holding Dimensional Etf Trust

Alaska Permanent Fund Corp
JMG Financial Group
EP Wealth Advisors
Savant Capital Management
Comprehensive Portfolio Management
CI Private Wealth
Modera Wealth Management
DiNuzzo Private Wealth
Cable Hill Partners
Pathstone Holdings
Stordahl Capital Management
Commonwealth Equity Services
Jackson Thornton Asset Management
Truepoint
Alpha Financial Advisors

View all funds holding Dimensional Etf Trust