Samalin Investment Counsel, LLC Dimensional ETF Tr Transaction History

Samalin Investment Counsel, LLC

$223 Million
Q4 2024

A detailed history of Samalin Investment Counsel, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 18,254 shares of DFAE stock, worth $479,167. This represents 0.21% of its overall portfolio holdings.

Number of Shares

18,254

Previous 20,652 11.61%

Holding current value

$479,167

Previous $566,000 18.37%

% of portfolio

0.21%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$25.36 - $28.15 $60,813 - $67,503	-2,398 Reduced 11.61%	18,254 $462,000
Q3 2024 Nov 13, 2024	SELL	$24.46 - $27.82 $3,351 - $3,811	-137 Reduced 0.66%	20,652 $566,000
Q2 2024 Aug 13, 2024	SELL	$24.03 - $26.3 $4,757 - $5,207	-198 Reduced 0.94%	20,789 $537,000
Q1 2024 May 13, 2024	BUY	$22.74 - $24.88 $26,514 - $29,010	1,166 Added 5.88%	20,987 $518,000
Q4 2023 Feb 14, 2024	BUY	$21.63 - $24.11 $25,696 - $28,642	1,188 Added 6.38%	19,821 $477,000
Q3 2023 Nov 13, 2023	SELL	$22.43 - $24.83 $111,095 - $122,982	-4,953 Reduced 21.0%	18,633 $420,000
Q2 2023 Aug 03, 2023	BUY	$22.38 - $24.3 $23,857 - $25,903	1,066 Added 4.73%	23,586 $553,000
Q1 2023 May 09, 2023	BUY	$21.78 - $24.36 $17,336 - $19,390	796 Added 3.66%	22,520 $518,000
Q4 2022 Feb 10, 2023	BUY	$19.67 - $22.73 $427,311 - $493,786	21,724 New	21,724 $476,000

Others Institutions Holding DFAE

# of Institutions

536

Shares Held

168M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Samalin Investment Counsel, LLC Dimensional ETF Tr Transaction History