MELFA WEALTH MANAGEMENT, INC. DFAC Holdings History
MELFA WEALTH MANAGEMENT, INC.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, MELFA WEALTH MANAGEMENT, INC. held 315,289.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $11.30 Mil. This investment constitutes 7.14% of their stock portfolio, and MELFA WEALTH MANAGEMENT, INC. now holds 0.03% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q4. And since then MELFA WEALTH MANAGEMENT, INC. has made 5 purchases of DFAC, at an average price of $24.96, for a total of 380,373.00 shares. In addition, there have been 5 sales at an average price of $27.99 for 65,084.00 shares. Based on historical transaction data and DFAC's current price of $36.50, MELFA WEALTH MANAGEMENT, INC.'s estimated gain on his DFAC holdings is $3.84 Mil, reflecting a 40.42% gain to date.
MELFA WEALTH MANAGEMENT, INC. DFAC ($36.50) Holding Chart
MELFA WEALTH MANAGEMENT, INC. DFAC ($36.50) 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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