Marcum Wealth, LLC Dimensional ETF Tr U S Equity Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 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 25,974 shares of DFUS stock, worth $1.72 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

25,974

Previous 25,896 0.3%

Holding current value

$1.72 Million

Previous $1.61 Million 2.86%

% of portfolio

0.15%

Previous 0.15%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$61.52 - $66.5 $4,798 - $5,187	78 Added 0.3%	25,974 $1.66 Million
Q3 2024 Oct 08, 2024	BUY	$56.04 - $62.2 $3,026 - $3,358	54 Added 0.21%	25,896 $1.61 Million
Q2 2024 Jul 02, 2024	BUY	$53.83 - $59.14 $3,821 - $4,198	71 Added 0.28%	25,842 $1.52 Million
Q1 2024 Apr 10, 2024	BUY	$50.79 - $56.98 $2,691 - $3,019	53 Added 0.21%	25,771 $1.47 Million
Q4 2023 Jan 10, 2024	BUY	$44.51 - $52.0 $5,163 - $6,032	116 Added 0.45%	25,718 $1.33 Million
Q3 2023 Oct 10, 2023	BUY	$46.29 - $49.87 $4,027 - $4,338	87 Added 0.34%	25,602 $1.19 Million
Q2 2023 Jul 13, 2023	BUY	$43.77 - $48.16 $3,807 - $4,189	87 Added 0.34%	25,515 $1.23 Million
Q1 2023 Apr 19, 2023	BUY	$41.24 - $45.43 $3,216 - $3,543	78 Added 0.31%	25,428 $1.13 Million
Q4 2022 Jan 12, 2023	BUY	$38.86 - $44.32 $4,546 - $5,185	117 Added 0.46%	25,350 $0
Q3 2022 Oct 11, 2022	BUY	$38.82 - $46.57 $3,843 - $4,610	99 Added 0.39%	25,233 $980,000
Q2 2022 Jul 14, 2022	BUY	$39.62 - $49.51 $995,809 - $1.24 Million	25,134 New	25,134 $1.02 Million

Others Institutions Holding DFUS

# of Institutions

674

Shares Held

140M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Marcum Wealth, LLC Dimensional ETF Tr U S Equity Transaction History