Samalin Investment Counsel, LLC Dimensional ETF Tr Core Fxd In Transaction History
Samalin Investment Counsel, LLC
- $223 Million
- Q4 2024
A detailed history of Samalin Investment Counsel, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 35,475 shares of DFCF stock, worth $1.5 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
35,475
Previous 35,088
1.1%
Holding current value
$1.5 Million
Previous $1.52 Million
3.17%
% of portfolio
0.66%
Previous 0.68%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
407Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$487 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$469 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio