Marcum Wealth, LLC Dimensional ETF Tr Transaction History

Marcum Wealth, LLC

  • $988 Million
  • Q2 2024

A detailed history of Marcum Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Marcum Wealth, LLC holds 8,369 shares of DFAX stock, worth $216,422. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,369
Previous 8,423 0.64%
Holding current value
$216,422
Previous $214,000 0.93%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024
SELL
$24.57 - $26.36 $1,326 - $1,423
-54 Reduced 0.64%
8,369 $212,000
Q1 2024

Apr 10, 2024
BUY
$23.42 - $25.45 $2,084 - $2,265
89 Added 1.07%
8,423 $214,000
Q4 2023

Jan 10, 2024
BUY
$21.44 - $24.42 $178,680 - $203,516
8,334 New
8,334 $203,000

Others Institutions Holding DFAX

# of Institutions
471
Shares Held
211M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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