Marcum Wealth, LLC Dimensional ETF Tr U S Target Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Marcum Wealth, LLC holds 38,237 shares of DFAT stock, worth $2.32 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

38,237

Previous 38,127 0.29%

Holding current value

$2.32 Million

Previous $1.98 Million 7.59%

% of portfolio

0.2%

Previous 0.2%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$51.0 - $57.07 $5,610 - $6,277	110 Added 0.29%	38,237 $2.13 Million
Q2 2024 Jul 02, 2024	SELL	$50.18 - $54.47 $11,441 - $12,419	-228 Reduced 0.59%	38,127 $1.98 Million
Q1 2024 Apr 10, 2024	SELL	$49.45 - $54.43 $53,900 - $59,328	-1,090 Reduced 2.76%	38,355 $2.09 Million
Q4 2023 Jan 10, 2024	SELL	$42.71 - $53.09 $52,704 - $65,513	-1,234 Reduced 3.03%	39,445 $2.06 Million
Q3 2023 Oct 10, 2023	SELL	$45.07 - $49.71 $79,954 - $88,185	-1,774 Reduced 4.18%	40,679 $1.86 Million
Q2 2023 Jul 13, 2023	BUY	$41.44 - $46.39 $1,118 - $1,252	27 Added 0.06%	42,453 $1.97 Million
Q1 2023 Apr 19, 2023	BUY	$42.38 - $49.75 $3,941 - $4,626	93 Added 0.22%	42,426 $1.89 Million
Q4 2022 Jan 12, 2023	SELL	$40.24 - $46.91 $37,704 - $43,954	-937 Reduced 2.17%	42,333 $0
Q3 2022 Oct 11, 2022	BUY	$38.84 - $46.6 $1,942 - $2,330	50 Added 0.12%	43,270 $1.69 Million
Q2 2022 Jul 14, 2022	BUY	$39.72 - $47.15 $1.72 Million - $2.04 Million	43,220 New	43,220 $1.74 Million

Others Institutions Holding DFAT

# of Institutions

668

Shares Held

156M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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Marcum Wealth, LLC Dimensional ETF Tr U S Target Transaction History