Samalin Investment Counsel, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 13,170 shares of DFAS stock, worth $786,380. This represents 0.38% of its overall portfolio holdings.
Number of Shares
13,170
Previous 11,629
13.25%
Holding current value
$786,380
Previous $754,000
13.66%
% of portfolio
0.38%
Previous 0.34%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
784Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$791 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$449 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$391 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$309 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$163 Million1.82% of portfolio