Samalin Investment Counsel, LLC Dimensional ETF Tr Us Marketwi Transaction History
Samalin Investment Counsel, LLC
- $222 Million
- Q3 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 23,430 shares of DFUV stock, worth $952,195. This represents 0.44% of its overall portfolio holdings.
Number of Shares
23,430
Previous 23,247
0.79%
Holding current value
$952,195
Previous $912,000
7.02%
% of portfolio
0.44%
Previous 0.44%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
642Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.43 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.34 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$752 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$586 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$442 Million0.65% of portfolio