Samalin Investment Counsel, LLC Dimensional ETF Tr Us Marketwi Transaction History
Samalin Investment Counsel, LLC
- $274 Million
- Q3 2025
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 37,604 shares of DFUV stock, worth $1.69 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
37,604
Previous 36,595
2.76%
Holding current value
$1.69 Million
Previous $1.55 Million
8.6%
% of portfolio
0.61%
Previous 0.63%
Shares
13 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio