Marcum Wealth, LLC Dimensional ETF Tr U S Equity Transaction History
Marcum Wealth, LLC
- $1.06 Billion
- Q3 2024
A detailed history of Marcum Wealth, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Marcum Wealth, LLC holds 25,896 shares of DFUS stock, worth $1.61 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
25,896
Previous 25,842
0.21%
Holding current value
$1.61 Million
Previous $1.52 Million
5.92%
% of portfolio
0.15%
Previous 0.15%
Shares
10 transactions
Others Institutions Holding DFUS
# of Institutions
638Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$494 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$363 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$313 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$257 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$228 Million0.23% of portfolio