Samalin Investment Counsel, LLC Dimensional ETF Tr Us Marketwi Transaction History
Samalin Investment Counsel, LLC
- $223 Million
- Q4 2024
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 28,274 shares of DFUV stock, worth $1.2 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
28,274
Previous 23,430
20.67%
Holding current value
$1.2 Million
Previous $976,000
18.44%
% of portfolio
0.52%
Previous 0.44%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
700Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.43 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.33 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$760 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$610 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$455 Million0.67% of portfolio