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 $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
Others Institutions Holding DFIV
# of Institutions
558Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$707 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$691 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$407 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$282 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$246 Million0.04% of portfolio