Samalin Investment Counsel, LLC Dimensional ETF Tr Short Durat Transaction History
Samalin Investment Counsel, LLC
- $222 Million
- Q3 2024
A detailed history of Samalin Investment Counsel, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 32,022 shares of DFSD stock, worth $1.51 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
32,022
Previous 30,834
3.85%
Holding current value
$1.51 Million
Previous $1.45 Million
5.45%
% of portfolio
0.69%
Previous 0.7%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio