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 11,266 shares of DFIV stock, worth $410,758. This represents 0.19% of its overall portfolio holdings.

Number of Shares
11,266
Previous 11,118 1.33%
Holding current value
$410,758
Previous $399,000 7.52%
% of portfolio
0.19%
Previous 0.19%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$34.66 - $38.38 $5,129 - $5,680
148 Added 1.33%
11,266 $429,000
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

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Samalin Investment Counsel, LLC Portfolio

Follow Samalin Investment Counsel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Samalin Investment Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Samalin Investment Counsel, LLC with notifications on news.