Marcum Wealth, LLC Dimensional ETF Tr U S Small C Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Marcum Wealth, LLC holds 6,788 shares of DFAS stock, worth $455,678. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,788

Previous 6,769 0.28%

Holding current value

$455,678

Previous $439,000 0.46%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$63.58 - $71.15 $1,208 - $1,351	19 Added 0.28%	6,788 $441,000
Q3 2024 Oct 08, 2024	BUY	$59.25 - $65.33 $1,007 - $1,110	17 Added 0.25%	6,769 $439,000
Q2 2024 Jul 02, 2024	BUY	$57.42 - $62.37 $1,090 - $1,185	19 Added 0.28%	6,752 $405,000
Q1 2024 Apr 10, 2024	BUY	$56.66 - $62.34 $566 - $623	10 Added 0.15%	6,733 $419,000
Q4 2023 Jan 10, 2024	BUY	$48.83 - $60.51 $927 - $1,149	19 Added 0.28%	6,723 $400,000
Q3 2023 Oct 10, 2023	BUY	$51.84 - $57.67 $1,088 - $1,211	21 Added 0.31%	6,704 $351,000
Q2 2023 Jul 13, 2023	BUY	$49.85 - $54.8 $997 - $1,096	20 Added 0.3%	6,683 $366,000
Q1 2023 Apr 19, 2023	BUY	$50.35 - $57.8 $654 - $751	13 Added 0.2%	6,663 $351,000
Q4 2022 Jan 12, 2023	BUY	$47.77 - $54.73 $1,098 - $1,258	23 Added 0.35%	6,650 $0
Q3 2022 Oct 11, 2022	BUY	$46.47 - $55.84 $882 - $1,060	19 Added 0.29%	6,627 $308,000
Q2 2022 Jul 14, 2022	BUY	$46.65 - $56.4 $308,263 - $372,691	6,608 New	6,608 $317,000

Others Institutions Holding DFAS

# of Institutions

719

Shares Held

111M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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Marcum Wealth, LLC Dimensional ETF Tr U S Small C Transaction History