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Dimensional Etf Trust shares owned by Melfa Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) 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

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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
2025-09-30 $215k 5.7k 37.77
2025-06-30 $203k 5.7k 35.56

More positions owned by Melfa Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Apple (AAPL)
Eaton Vance Muni Income Trus Sh Ben Int (EVN)
Blackrock Income Tr Com New (BKT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ge Aerospace Com New (GE)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Meta Platforms Cl A (META)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Insured Fund (MYI)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Melfa Wealth Management

Top funds holding Dimensional Etf Trust

Mercer Global Advisors
Colony
Forum Financial Management
Pure Financial Advisors
Envestnet Asset Management
Hanson McClain Advisors
Foster Group
Wealth Enhancement Advisory Services
Alesco Advisors
Buckingham Strategic Partners
RW Investment Management
Bank Of Montreal
Aprio Wealth Management
HighTower Advisors
Apella Capital

View all funds holding Dimensional Etf Trust