Marcum Wealth, LLC Dimensional ETF Tr U S Small C Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 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 6,788 shares of DFAS stock, worth $452,827. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,788
Previous 6,769 0.28%
Holding current value
$452,827
Previous $439,000 0.46%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$63.58 - $71.15 $1,208 - $1,351
19 Added 0.28%
6,788 $441,000
Q3 2024

Oct 08, 2024
BUY
$59.25 - $65.33 $1,007 - $1,110
17 Added 0.25%
6,769 $439,000
Q2 2024

Jul 02, 2024
BUY
$57.42 - $62.37 $1,090 - $1,185
19 Added 0.28%
6,752 $405,000
Q1 2024

Apr 10, 2024
BUY
$56.66 - $62.34 $566 - $623
10 Added 0.15%
6,733 $419,000
Q4 2023

Jan 10, 2024
BUY
$48.83 - $60.51 $927 - $1,149
19 Added 0.28%
6,723 $400,000
Q3 2023

Oct 10, 2023
BUY
$51.84 - $57.67 $1,088 - $1,211
21 Added 0.31%
6,704 $351,000
Q2 2023

Jul 13, 2023
BUY
$49.85 - $54.8 $997 - $1,096
20 Added 0.3%
6,683 $366,000
Q1 2023

Apr 19, 2023
BUY
$50.35 - $57.8 $654 - $751
13 Added 0.2%
6,663 $351,000
Q4 2022

Jan 12, 2023
BUY
$47.77 - $54.73 $1,098 - $1,258
23 Added 0.35%
6,650 $0
Q3 2022

Oct 11, 2022
BUY
$46.47 - $55.84 $882 - $1,060
19 Added 0.29%
6,627 $308,000
Q2 2022

Jul 14, 2022
BUY
$46.65 - $56.4 $308,263 - $372,691
6,608 New
6,608 $317,000

Others Institutions Holding DFAS

# of Institutions
765
Shares Held
117M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email