MELFA WEALTH MANAGEMENT, INC. DFSV Holdings History
MELFA WEALTH MANAGEMENT, INC.'s Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, MELFA WEALTH MANAGEMENT, INC. held 106,485.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $3.13 Mil. This investment constitutes 1.98% of their stock portfolio, and MELFA WEALTH MANAGEMENT, INC. now holds 0.07% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q4. And since then MELFA WEALTH MANAGEMENT, INC. has made 11 purchases of DFSV, at an average price of $27.47, for a total of 106,485.00 shares. Based on historical transaction data and DFSV's current price of $30.49, MELFA WEALTH MANAGEMENT, INC.'s estimated gain on his DFSV holdings is $321,369.81, reflecting a 10.99% gain to date.
MELFA WEALTH MANAGEMENT, INC. DFSV ($30.49) Holding Chart
MELFA WEALTH MANAGEMENT, INC. DFSV ($30.49) 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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