Marcum Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 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 124,586 shares of DFIS stock, worth $3.16 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

124,586

Previous 117,464 6.06%

Holding current value

$3.16 Million

Previous $3.15 Million 2.92%

% of portfolio

0.27%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$24.25 - $26.7 $172,708 - $190,157	7,122 Added 6.06%	124,586 $3.06 Million
Q3 2024 Oct 08, 2024	BUY	$24.06 - $26.97 $102,110 - $114,460	4,244 Added 3.75%	117,464 $3.15 Million
Q2 2024 Jul 02, 2024	BUY	$24.08 - $25.86 $125,866 - $135,170	5,227 Added 4.84%	113,220 $2.79 Million
Q1 2024 Apr 10, 2024	BUY	$23.13 - $25.1 $281,515 - $305,492	12,171 Added 12.7%	107,993 $2.71 Million
Q4 2023 Jan 10, 2024	BUY	$20.55 - $24.23 $130,081 - $153,375	6,330 Added 7.07%	95,822 $2.32 Million
Q3 2023 Oct 10, 2023	BUY	$21.81 - $23.89 $175,897 - $192,672	8,065 Added 9.9%	89,492 $1.96 Million
Q2 2023 Jul 13, 2023	BUY	$22.26 - $23.55 $338,797 - $358,431	15,220 Added 22.99%	81,427 $1.86 Million
Q1 2023 Apr 19, 2023	BUY	$21.65 - $23.87 $1.43 Million - $1.58 Million	66,207 New	66,207 $1.52 Million

Others Institutions Holding DFIS

# of Institutions

199

Shares Held

80.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Marcum Wealth, LLC Dimensional ETF Tr Dimensional Transaction History