Ownership history in MELFA WEALTH MANAGEMENT, INC. · 13 quarters on record
This page tracks every 13F SEC filing in which MELFA WEALTH MANAGEMENT, INC. reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 312,016 | -2,410 | -0.8% | 7.12% | $12.4M | $39.59 |
| 2025 Q3 | REDUCED | 314,426 | -863 | -0.3% | 7.11% | $12.1M | $38.48 |
| 2025 Q2 | REDUCED | 315,289 | -8,770 | -2.7% | 7.14% | $11.3M | $35.66 |
| 2025 Q1 | ADDED | 324,059 | +5,120 | +1.6% | 7.22% | $10.7M | $32.72 |
| 2024 Q4 | ADDED | 318,939 | +399 | +0.1% | 7.38% | $11.0M | $34.23 |
| 2024 Q3 | REDUCED | 318,540 | -10,535 | -3.2% | 7.21% | $10.9M | $33.84 |
| 2024 Q2 | REDUCED | 329,075 | -1,302 | -0.4% | 7.42% | $10.6M | $31.72 |
| 2024 Q1 | ADDED | 330,377 | +17,251 | +5.5% | 7.62% | $10.6M | $31.35 |
| 2023 Q4 | ADDED | 313,126 | +39,582 | +14.5% | 8.62% | $9.2M | $28.62 |
| 2023 Q3 | ADDED | 273,544 | +3,164 | +1.2% | 7.79% | $7.2M | $25.56 |
As of 2025 Q4 — sorted by position size