Samalin Investment Counsel, LLC Dimensional ETF Tr Transaction History

Samalin Investment Counsel, LLC

  • $207 Million
  • Q2 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 11,118 shares of DFIV stock, worth $408,141. This represents 0.19% of its overall portfolio holdings.

Number of Shares
11,118
Previous 11,199 0.72%
Holding current value
$408,141
Previous $411,000 2.92%
% of portfolio
0.19%
Previous 0.2%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$35.5 - $38.02 $2,875 - $3,079
-81 Reduced 0.72%
11,118 $399,000
Q1 2024

May 13, 2024
BUY
$33.15 - $36.75 $21,646 - $23,997
653 Added 6.19%
11,199 $411,000
Q4 2023

Feb 14, 2024
BUY
$30.86 - $34.46 $17,034 - $19,021
552 Added 5.52%
10,546 $362,000
Q3 2023

Nov 13, 2023
SELL
$32.1 - $34.42 $46,577 - $49,943
-1,451 Reduced 12.68%
9,994 $326,000
Q2 2023

Aug 03, 2023
BUY
$31.45 - $33.77 $5,535 - $5,943
176 Added 1.56%
11,445 $375,000
Q1 2023

May 09, 2023
BUY
$30.43 - $33.38 $14,941 - $16,389
491 Added 4.56%
11,269 $363,000
Q4 2022

Feb 10, 2023
BUY
$25.88 - $31.1 $278,934 - $335,195
10,778 New
10,778 $327,000

Others Institutions Holding DFIV

# of Institutions
539
Shares Held
186M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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