Marcum Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Marcum Wealth, LLC holds 134,710 shares of DFIS stock, worth $4.23 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
134,710
Previous 124,586 8.13%
Holding current value
$4.23 Million
Previous $3.06 Million 15.2%
% of portfolio
0.31%
Previous 0.27%

Shares

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

Apr 02, 2025
BUY
$23.92 - $26.89 $242,166 - $272,234
10,124 Added 8.13%
134,710 $3.52 Million
Q4 2024

Jan 13, 2025
BUY
$24.25 - $26.7 $172,708 - $190,157
7,122 Added 6.06%
124,586 $3.06 Million
Q3 2024

Oct 08, 2024
BUY
$24.06 - $26.97 $102,110 - $114,460
4,244 Added 3.75%
117,464 $3.15 Million
Q2 2024

Jul 02, 2024
BUY
$24.08 - $25.86 $125,866 - $135,170
5,227 Added 4.84%
113,220 $2.79 Million
Q1 2024

Apr 10, 2024
BUY
$23.13 - $25.1 $281,515 - $305,492
12,171 Added 12.7%
107,993 $2.71 Million
Q4 2023

Jan 10, 2024
BUY
$20.55 - $24.23 $130,081 - $153,375
6,330 Added 7.07%
95,822 $2.32 Million
Q3 2023

Oct 10, 2023
BUY
$21.81 - $23.89 $175,897 - $192,672
8,065 Added 9.9%
89,492 $1.96 Million
Q2 2023

Jul 13, 2023
BUY
$22.26 - $23.55 $338,797 - $358,431
15,220 Added 22.99%
81,427 $1.86 Million
Q1 2023

Apr 19, 2023
BUY
$21.65 - $23.87 $1.43 Million - $1.58 Million
66,207 New
66,207 $1.52 Million

Others Institutions Holding DFIS

# of Institutions
286
Shares Held
114M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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