Samalin Investment Counsel, LLC Dimensional ETF Tr Inflation P Transaction History
Samalin Investment Counsel, LLC
- $223 Million
- Q4 2024
A detailed history of Samalin Investment Counsel, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 34,328 shares of DFIP stock, worth $1.43 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
34,328
Previous 35,786
4.07%
Holding current value
$1.43 Million
Previous $1.51 Million
8.2%
% of portfolio
0.62%
Previous 0.68%
Shares
10 transactions
Others Institutions Holding DFIP
# of Institutions
134Shares Held
14.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$147 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.9 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.3 Million4.33% of portfolio
-
Planning Center, Inc.754KShares$31.5 Million5.34% of portfolio
-
Geometric Wealth Advisors451KShares$18.8 Million3.46% of portfolio