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

Samalin Investment Counsel, LLC

$246 Million
Q2 2025

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 36,595 shares of DFUV stock, worth $1.59 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

36,595

Previous 34,426 6.3%

Holding current value

$1.59 Million

Previous $1.42 Million 9.1%

% of portfolio

0.63%

Previous 0.61%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$36.25 - $42.28 $78,626 - $91,705	2,169 Added 6.3%	36,595 $1.55 Million
Q1 2025 May 14, 2025	BUY	$39.96 - $43.3 $245,833 - $266,381	6,152 Added 21.76%	34,426 $1.42 Million
Q4 2024 Feb 11, 2025	BUY	$40.38 - $44.35 $195,600 - $214,831	4,844 Added 20.67%	28,274 $1.16 Million
Q3 2024 Nov 13, 2024	BUY	$38.51 - $41.69 $7,047 - $7,629	183 Added 0.79%	23,430 $976,000
Q2 2024 Aug 13, 2024	SELL	$38.53 - $40.76 $3,313 - $3,505	-86 Reduced 0.37%	23,247 $912,000
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	$30.23 - $35.36 $236,549 - $276,692	7,825 Added 101.76%	15,515 $519,000
Q3 2022 Nov 10, 2022	BUY	$29.6 - $34.78 $227,624 - $267,458	7,690 New	7,690 $228,000

Others Institutions Holding DFUV

# of Institutions

737

Shares Held

277M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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