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 $1.46 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
30,834
Previous 30,674
0.52%
Holding current value
$1.46 Million
Previous $1.44 Million
0.49%
% of portfolio
0.7%
Previous 0.71%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
258Shares Held
46.3MCall 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$98.4 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.6 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.4 Million16.69% of portfolio