Samalin Investment Counsel, LLC Dimensional ETF Tr U S Core Eq Transaction History
Samalin Investment Counsel, LLC
- $246 Million
- Q2 2025
A detailed history of Samalin Investment Counsel, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 80,694 shares of DFAC stock, worth $3.03 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
80,694
Previous 71,504
12.85%
Holding current value
$3.03 Million
Previous $2.36 Million
22.65%
% of portfolio
1.18%
Previous 1.01%
Shares
18 transactions
Others Institutions Holding DFAC
# of Institutions
1,120Shares Held
827MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.06 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$2.02 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.46 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.4 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$654 Million0.22% of portfolio