Marcum Wealth, LLC Dimensional ETF Tr Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Marcum Wealth, LLC holds 25,411 shares of DFIV stock, worth $943,510. This represents 0.08% of its overall portfolio holdings.

Number of Shares
25,411
Previous 25,220 0.76%
Holding current value
$943,510
Previous $960,000 6.15%
% of portfolio
0.08%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
569
Shares Held
195M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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