A detailed history of Marcum Wealth, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Marcum Wealth, LLC holds 60,832 shares of DFAC stock, worth $2.21 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
60,832
Previous 60,720 0.18%
Holding current value
$2.21 Million
Previous $1.96 Million 6.54%
% of portfolio
0.2%
Previous 0.2%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$31.05 - $34.29 $3,477 - $3,840
112 Added 0.18%
60,832 $2.09 Million
Q2 2024

Jul 02, 2024

SELL
$30.09 - $32.37 $61,714 - $66,390
-2,051 Reduced 3.27%
60,720 $1.96 Million
Q1 2024

Apr 10, 2024

SELL
$28.62 - $31.95 $3,234 - $3,610
-113 Reduced 0.18%
62,771 $2.01 Million
Q4 2023

Jan 10, 2024

SELL
$24.91 - $29.38 $64,217 - $75,741
-2,578 Reduced 3.94%
62,884 $1.84 Million
Q3 2023

Oct 10, 2023

SELL
$26.05 - $28.22 $61,556 - $66,683
-2,363 Reduced 3.48%
65,462 $1.72 Million
Q2 2023

Jul 13, 2023

BUY
$24.86 - $27.15 $3,853 - $4,208
155 Added 0.23%
67,825 $1.84 Million
Q1 2023

Apr 19, 2023

BUY
$24.18 - $26.58 $2,563 - $2,817
106 Added 0.16%
67,670 $1.72 Million
Q4 2022

Jan 12, 2023

SELL
$22.49 - $25.81 $27,865 - $31,978
-1,239 Reduced 1.8%
67,564 $0
Q3 2022

Oct 11, 2022

BUY
$22.24 - $26.54 $2,646 - $3,158
119 Added 0.17%
68,803 $1.53 Million
Q2 2022

Jul 14, 2022

BUY
$22.75 - $27.77 $1.56 Million - $1.91 Million
68,684 New
68,684 $1.6 Million

Others Institutions Holding DFAC

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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