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 $453,031. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,788
Previous 6,769 0.28%
Holding current value
$453,031
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
742
Shares Held
113M
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
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