Samalin Investment Counsel, LLC Dimensional ETF Tr Inflation P Transaction History
Samalin Investment Counsel, LLC
- $222 Million
- Q3 2024
A detailed history of Samalin Investment Counsel, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 35,786 shares of DFIP stock, worth $1.47 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
35,786
Previous 34,962
2.36%
Holding current value
$1.47 Million
Previous $1.43 Million
6.03%
% of portfolio
0.68%
Previous 0.69%
Shares
9 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$143 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.6 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.9 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.5 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.6 Million3.51% of portfolio