Marcum Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Marcum Wealth, LLC
- $988 Million
- Q2 2024
A detailed history of Marcum Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Marcum Wealth, LLC holds 113,220 shares of DFIS stock, worth $3.02 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
113,220
Previous 107,993
4.84%
Holding current value
$3.02 Million
Previous $2.71 Million
3.03%
% of portfolio
0.28%
Previous 0.28%
Shares
6 transactions
Others Institutions Holding DFIS
# of Institutions
184Shares Held
61.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp21.4MShares$572 Million0.61% of portfolio
-
Mather Group, Llc. Chicago, IL6.52MShares$174 Million1.96% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$111 Million0.18% of portfolio
-
Savant Capital, LLC2.61MShares$69.7 Million0.63% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$69.5 Million3.04% of portfolio