Samalin Investment Counsel, LLC Dimensional ETF Tr U S Small C Transaction History
Samalin Investment Counsel, LLC
- $207 Million
- Q2 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 11,660 shares of DFAS stock, worth $754,635. This represents 0.34% of its overall portfolio holdings.
Number of Shares
11,660
Previous 11,559
0.87%
Holding current value
$754,635
Previous $720,000
2.78%
% of portfolio
0.34%
Previous 0.36%
Shares
7 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$734 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$451 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$435 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$288 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$176 Million1.82% of portfolio