Samalin Investment Counsel, LLC Dimensional ETF Tr Dimensional Transaction History
Samalin Investment Counsel, LLC
- $246 Million
- Q2 2025
A detailed history of Samalin Investment Counsel, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 28,580 shares of DUHP stock, worth $1.08 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
28,580
Previous 27,440
4.15%
Holding current value
$1.08 Million
Previous $909,000
11.77%
% of portfolio
0.41%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
463Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$271 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio