Samalin Investment Counsel, LLC Dimensional ETF Tr U S Core Eq Transaction History
Samalin Investment Counsel, LLC
- $223 Million
- Q4 2024
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 117,537 shares of DFAC stock, worth $3.98 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
117,537
Previous 139,203
15.56%
Holding current value
$3.98 Million
Previous $4.77 Million
14.81%
% of portfolio
1.83%
Previous 2.15%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,057Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.94 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.57 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.27 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.26 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$614 Million0.26% of portfolio