Samalin Investment Counsel, LLC Dimensional ETF Tr Us Marketwi Transaction History

Samalin Investment Counsel, LLC

$203 Million
Q1 2024

A detailed history of Samalin Investment Counsel, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 23,333 shares of DFUV stock, worth $915,586. This represents 0.47% of its overall portfolio holdings.

Number of Shares

23,333

Previous 22,185 5.17%

Holding current value

$915,586

Previous $825,000 15.64%

% of portfolio

0.47%

Previous 0.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$36.22 - $40.9 $41,580 - $46,953	1,148 Added 5.17%	23,333 $954,000
Q4 2023 Feb 14, 2024	BUY	$31.85 - $37.39 $33,983 - $39,895	1,067 Added 5.05%	22,185 $825,000
Q3 2023 Nov 13, 2023	BUY	$33.83 - $36.19 $92,254 - $98,690	2,727 Added 14.83%	21,118 $718,000
Q2 2023 Aug 03, 2023	BUY	$32.32 - $34.5 $32,287 - $34,465	999 Added 5.74%	18,391 $634,000
Q1 2023 May 09, 2023	BUY	$31.9 - $35.83 $59,876 - $67,252	1,877 Added 12.1%	17,392 $582,000

Q4 2022 Feb 10, 2023	BUY	$33.0 - $35.36 $258,225 - $276,692	7,825 Added 101.76%	15,515 $519,000
Q3 2022 Nov 10, 2022	BUY	$30.15 - $34.78 $231,853 - $267,458	7,690 New	7,690 $228,000

Others Institutions Holding DFUV

# of Institutions

592

Shares Held

242M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Samalin Investment Counsel, LLC Dimensional ETF Tr Us Marketwi Transaction History