Samalin Investment Counsel, LLC Dimensional ETF Tr Transaction History

Samalin Investment Counsel, LLC

  • $203 Million
  • Q1 2024

A detailed history of Samalin Investment Counsel, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 20,987 shares of DFAE stock, worth $552,587. This represents 0.26% of its overall portfolio holdings.

Number of Shares
20,987
Previous 19,821 5.88%
Holding current value
$552,587
Previous $477,000 8.6%
% of portfolio
0.26%
Previous 0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$22.74 - $24.88 $26,514 - $29,010
1,166 Added 5.88%
20,987 $518,000
Q4 2023

Feb 14, 2024
BUY
$21.63 - $24.11 $25,696 - $28,642
1,188 Added 6.38%
19,821 $477,000
Q3 2023

Nov 13, 2023
SELL
$22.43 - $24.83 $111,095 - $122,982
-4,953 Reduced 21.0%
18,633 $420,000
Q2 2023

Aug 03, 2023
BUY
$22.38 - $24.3 $23,857 - $25,903
1,066 Added 4.73%
23,586 $553,000
Q1 2023

May 09, 2023
BUY
$21.78 - $24.36 $17,336 - $19,390
796 Added 3.66%
22,520 $518,000
Q4 2022

Feb 10, 2023
BUY
$20.68 - $22.73 $449,252 - $493,786
21,724 New
21,724 $476,000

Others Institutions Holding DFAE

# of Institutions
426
Shares Held
119M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
Track This Portfolio

Track Samalin Investment Counsel, LLC Portfolio

Follow Samalin Investment Counsel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Samalin Investment Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Samalin Investment Counsel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email