Samalin Investment Counsel, LLC Dimensional ETF Tr Transaction History

Samalin Investment Counsel, LLC

$222 Million
Q3 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 11,266 shares of DFIV stock, worth $398,140. This represents 0.19% of its overall portfolio holdings.

Number of Shares

11,266

Previous 11,118 1.33%

Holding current value

$398,140

Previous $399,000 7.52%

% of portfolio

0.19%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

559

Shares Held

193M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Samalin Investment Counsel, LLC Dimensional ETF Tr Transaction History