Marcum Wealth, LLC Dimensional ETF Tr Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Marcum Wealth, LLC holds 25,220 shares of DFIV stock, worth $911,703. This represents 0.09% of its overall portfolio holdings.

Number of Shares

25,220

Previous 25,102 0.47%

Holding current value

$911,703

Previous $902,000 6.43%

% of portfolio

0.09%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$34.66 - $38.38 $4,089 - $4,528	118 Added 0.47%	25,220 $960,000
Q2 2024 Jul 02, 2024	BUY	$35.5 - $38.02 $13,064 - $13,991	368 Added 1.49%	25,102 $902,000
Q1 2024 Apr 10, 2024	BUY	$33.15 - $36.75 $1,425 - $1,580	43 Added 0.17%	24,734 $908,000
Q4 2023 Jan 10, 2024	BUY	$30.86 - $34.46 $5,554 - $6,202	180 Added 0.73%	24,691 $848,000
Q3 2023 Oct 10, 2023	BUY	$32.1 - $34.42 $5,296 - $5,679	165 Added 0.68%	24,511 $799,000
Q2 2023 Jul 13, 2023	BUY	$31.45 - $33.77 $10,535 - $11,312	335 Added 1.4%	24,346 $799,000
Q1 2023 Apr 19, 2023	BUY	$30.43 - $33.38 $2,525 - $2,770	83 Added 0.35%	24,011 $773,000
Q4 2022 Jan 12, 2023	BUY	$25.88 - $31.1 $4,529 - $5,442	175 Added 0.74%	23,928 $0
Q3 2022 Oct 11, 2022	BUY	$25.71 - $30.57 $2,442 - $2,904	95 Added 0.4%	23,753 $612,000
Q2 2022 Jul 14, 2022	BUY	$28.66 - $33.84 $678,038 - $800,586	23,658 New	23,658 $683,000

Others Institutions Holding DFIV

# of Institutions

560

Shares Held

193M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Marcum Wealth, LLC Dimensional ETF Tr Transaction History