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

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Marcum Wealth, LLC holds 38,353 shares of DFAT stock, worth $2.18 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

38,353

Previous 38,237 0.3%

Holding current value

$2.18 Million

Previous $2.13 Million 0.33%

% of portfolio

0.19%

Previous 0.2%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$54.54 - $61.04 $6,326 - $7,080	116 Added 0.3%	38,353 $2.13 Million
Q3 2024 Oct 08, 2024	BUY	$51.0 - $57.07 $5,610 - $6,277	110 Added 0.29%	38,237 $2.13 Million
Q2 2024 Jul 02, 2024	SELL	$50.18 - $54.47 $11,441 - $12,419	-228 Reduced 0.59%	38,127 $1.98 Million
Q1 2024 Apr 10, 2024	SELL	$49.45 - $54.43 $53,900 - $59,328	-1,090 Reduced 2.76%	38,355 $2.09 Million
Q4 2023 Jan 10, 2024	SELL	$42.71 - $53.09 $52,704 - $65,513	-1,234 Reduced 3.03%	39,445 $2.06 Million
Q3 2023 Oct 10, 2023	SELL	$45.07 - $49.71 $79,954 - $88,185	-1,774 Reduced 4.18%	40,679 $1.86 Million
Q2 2023 Jul 13, 2023	BUY	$41.44 - $46.39 $1,118 - $1,252	27 Added 0.06%	42,453 $1.97 Million
Q1 2023 Apr 19, 2023	BUY	$42.38 - $49.75 $3,941 - $4,626	93 Added 0.22%	42,426 $1.89 Million
Q4 2022 Jan 12, 2023	SELL	$40.24 - $46.91 $37,704 - $43,954	-937 Reduced 2.17%	42,333 $0
Q3 2022 Oct 11, 2022	BUY	$38.84 - $46.6 $1,942 - $2,330	50 Added 0.12%	43,270 $1.69 Million
Q2 2022 Jul 14, 2022	BUY	$39.72 - $47.15 $1.72 Million - $2.04 Million	43,220 New	43,220 $1.74 Million

Others Institutions Holding DFAT

# of Institutions

703

Shares Held

162M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Account

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