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 25,479 shares of DFIV stock, worth $1.22 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

25,479

Previous 25,411 0.27%

Holding current value

$1.22 Million

Previous $901,000 12.1%

% of portfolio

0.09%

Previous 0.08%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	BUY	$35.33 - $40.77 $2,402 - $2,772	68 Added 0.27%	25,479 $1.01 Million
Q4 2024 Jan 13, 2025	BUY	$34.86 - $37.97 $6,658 - $7,252	191 Added 0.76%	25,411 $901,000
Q3 2024 Oct 08, 2024	BUY	$34.66 - $38.38 $4,089 - $4,528	118 Added 0.47%	25,220 $960,000
Q2 2024 Jul 02, 2024	BUY	$35.5 - $38.02 $13,064 - $13,991	368 Added 1.49%	25,102 $902,000
Q1 2024 Apr 10, 2024	BUY	$33.15 - $36.75 $1,425 - $1,580	43 Added 0.17%	24,734 $908,000

Q4 2023 Jan 10, 2024	BUY	$30.86 - $34.46 $5,554 - $6,202	180 Added 0.73%	24,691 $848,000
Q3 2023 Oct 10, 2023	BUY	$32.1 - $34.42 $5,296 - $5,679	165 Added 0.68%	24,511 $799,000
Q2 2023 Jul 13, 2023	BUY	$31.45 - $33.77 $10,535 - $11,312	335 Added 1.4%	24,346 $799,000
Q1 2023 Apr 19, 2023	BUY	$30.43 - $33.38 $2,525 - $2,770	83 Added 0.35%	24,011 $773,000
Q4 2022 Jan 12, 2023	BUY	$25.88 - $31.1 $4,529 - $5,442	175 Added 0.74%	23,928 $0
Q3 2022 Oct 11, 2022	BUY	$25.71 - $30.57 $2,442 - $2,904	95 Added 0.4%	23,753 $612,000
Q2 2022 Jul 14, 2022	BUY	$28.66 - $33.84 $678,038 - $800,586	23,658 New	23,658 $683,000

Others Institutions Holding DFIV

# of Institutions

792

Shares Held

258M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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 Transaction History