Marcum Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

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 $2.08 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

60,832

Previous 60,720 0.18%

Holding current value

$2.08 Million

Previous $1.96 Million 6.54%

% of portfolio

0.2%

Previous 0.2%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

898

Shares Held

721M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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Marcum Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History