MELFA WEALTH MANAGEMENT, INC. DFAU Holdings History
MELFA WEALTH MANAGEMENT, INC.'s Dimensional US Core Equity Market ETF Holding Summary
As of 2025-06-30, 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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