Marcum Wealth, LLC Dimensional ETF Tr U S Small C Transaction History
Marcum Wealth, LLC
- $988 Million
- Q2 2024
A detailed history of Marcum Wealth, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Marcum Wealth, LLC holds 6,752 shares of DFAS stock, worth $426,253. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,752
Previous 6,733
0.28%
Holding current value
$426,253
Previous $419,000
3.34%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
663Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$716 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$440 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$424 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$281 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$172 Million1.82% of portfolio