Samalin Investment Counsel, LLC Dimensional ETF Tr Short Durat Transaction History

Samalin Investment Counsel, LLC

$207 Million
Q2 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 30,834 shares of DFSD stock, worth $1.47 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

30,834

Previous 30,674 0.52%

Holding current value

$1.47 Million

Previous $1.44 Million 0.49%

% of portfolio

0.7%

Previous 0.71%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$46.64 - $47.15 $7,462 - $7,544	160 Added 0.52%	30,834 $1.45 Million
Q1 2024 May 13, 2024	SELL	$46.78 - $47.19 $336,020 - $338,965	-7,183 Reduced 18.97%	30,674 $1.44 Million
Q4 2023 Feb 14, 2024	SELL	$46.16 - $47.09 $73,579 - $75,061	-1,594 Reduced 4.04%	37,857 $1.78 Million
Q3 2023 Nov 13, 2023	BUY	$46.24 - $46.65 $78,423 - $79,118	1,696 Added 4.49%	39,451 $1.83 Million
Q2 2023 Aug 03, 2023	SELL	$46.28 - $46.83 $142,172 - $143,861	-3,072 Reduced 7.52%	37,755 $1.75 Million
Q1 2023 May 09, 2023	BUY	$46.1 - $46.75 $270,975 - $274,796	5,878 Added 16.82%	40,827 $1.9 Million
Q4 2022 Feb 10, 2023	BUY	$45.19 - $46.47 $1.16 Million - $1.2 Million	25,731 Added 279.14%	34,949 $1.61 Million
Q3 2022 Nov 10, 2022	BUY	$45.55 - $47.51 $419,879 - $437,947	9,218 New	9,218 $424,000

Others Institutions Holding DFSD

# of Institutions

251

Shares Held

42.7M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

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.

Account

Samalin Investment Counsel, LLC Dimensional ETF Tr Short Durat Transaction History