Number of Shares
71,775.00
Current Holdings Value*
$3.04 Mil
% of Portfolio
1.92%
Total Estimate Gain
$1.17 Mil
% of Total Estimate Gain
54.22%

MELFA WEALTH MANAGEMENT, INC.'s Dimensional US Core Equity Market ETF Holding Summary

As of 2025-03-31, MELFA WEALTH MANAGEMENT, INC. held 71,775.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $3.04 Mil. This investment constitutes 1.92% of their stock portfolio, and MELFA WEALTH MANAGEMENT, INC. now holds 0.04% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.

The initial trade took place in 2022Q4. And since then MELFA WEALTH MANAGEMENT, INC. has made 6 purchases of DFAU, at an average price of $27.61, for a total of 78,004.00 shares. In addition, there have been 5 sales at an average price of $36.24 for 6,229.00 shares. Based on historical transaction data and DFAU's current price of $43.13, MELFA WEALTH MANAGEMENT, INC.'s estimated gain on his DFAU holdings is $1.17 Mil, reflecting a 54.22% gain to date.

MELFA WEALTH MANAGEMENT, INC. DFAU ($43.13) Holding Chart

MELFA WEALTH MANAGEMENT, INC. DFAU ($43.13) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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