Marcum Wealth, LLC Dimensional ETF Tr Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Marcum Wealth, LLC holds 8,422 shares of DFAX stock, worth $222,425. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,422
Previous 8,415 0.08%
Holding current value
$222,425
Previous $209,000 6.22%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 02, 2025
BUY
$24.45 - $27.2 $171 - $190
7 Added 0.08%
8,422 $222,000
Q4 2024

Jan 13, 2025
BUY
$24.76 - $27.04 $668 - $730
27 Added 0.32%
8,415 $209,000
Q3 2024

Oct 08, 2024
BUY
$24.29 - $27.25 $461 - $517
19 Added 0.23%
8,388 $226,000
Q2 2024

Jul 02, 2024
SELL
$24.57 - $26.36 $1,326 - $1,423
-54 Reduced 0.64%
8,369 $212,000
Q1 2024

Apr 10, 2024
BUY
$23.42 - $25.45 $2,084 - $2,265
89 Added 1.07%
8,423 $214,000
Q4 2023

Jan 10, 2024
BUY
$21.44 - $24.42 $178,680 - $203,516
8,334 New
8,334 $203,000

Others Institutions Holding DFAX

# of Institutions
575
Shares Held
242M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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