Samalin Investment Counsel, LLC Dimensional ETF Tr Core Fxd In Transaction History
Samalin Investment Counsel, LLC
- $222 Million
- Q3 2024
A detailed history of Samalin Investment Counsel, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 35,088 shares of DFCF stock, worth $1.43 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
35,088
Previous 34,526
1.63%
Holding current value
$1.43 Million
Previous $1.43 Million
5.65%
% of portfolio
0.68%
Previous 0.69%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
334Shares Held
89MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$428 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$118 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$109 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$99.2 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85 Million12.12% of portfolio