Marcum Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History

Marcum Wealth, LLC

$988 Million
Q2 2024

A detailed history of Marcum Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Marcum Wealth, LLC holds 35,114 shares of DFUV stock, worth $1.41 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

35,114

Previous 34,977 0.39%

Holding current value

$1.41 Million

Previous $1.43 Million 3.64%

% of portfolio

0.14%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 02, 2024	BUY	$38.53 - $40.76 $5,278 - $5,584	137 Added 0.39%	35,114 $1.38 Million
Q1 2024 Apr 10, 2024	BUY	$36.22 - $40.9 $3,984 - $4,499	110 Added 0.32%	34,977 $1.43 Million
Q4 2023 Jan 10, 2024	BUY	$31.85 - $37.39 $3,726 - $4,374	117 Added 0.34%	34,867 $1.3 Million
Q3 2023 Oct 10, 2023	SELL	$33.83 - $36.19 $2,774 - $2,967	-82 Reduced 0.24%	34,750 $1.18 Million
Q2 2023 Jul 13, 2023	BUY	$32.32 - $34.5 $4,912 - $5,244	152 Added 0.44%	34,832 $1.2 Million

Q1 2023 Apr 19, 2023	BUY	$31.9 - $35.83 $4,370 - $4,908	137 Added 0.4%	34,680 $1.16 Million
Q4 2022 Jan 12, 2023	SELL	$33.0 - $35.36 $4,620 - $4,950	-140 Reduced 0.4%	34,543 $0
Q3 2022 Oct 11, 2022	BUY	$30.15 - $34.78 $994 - $1,147	33 Added 0.1%	34,683 $1.03 Million
Q2 2022 Jul 14, 2022	BUY	$30.92 - $35.31 $1.07 Million - $1.22 Million	34,650 New	34,650 $1.1 Million

Others Institutions Holding DFUV

# of Institutions

596

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Marcum Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History