A detailed history of Samalin Investment Counsel, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 9,907 shares of DISV stock, worth $355,859. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,907
Previous 9,754 1.57%
Holding current value
$355,859
Previous $321,000 9.97%
% of portfolio
0.13%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025

BUY
$32.78 - $35.79 $5,015 - $5,475
153 Added 1.57%
9,907 $353,000
Q2 2025

Aug 07, 2025

SELL
$25.93 - $32.91 $14,365 - $18,232
-554 Reduced 5.37%
9,754 $321,000
Q1 2025

May 14, 2025

BUY
$26.09 - $30.21 $60,163 - $69,664
2,306 Added 28.82%
10,308 $300,000
Q4 2024

Feb 11, 2025

BUY
$26.18 - $28.77 $209,492 - $230,217
8,002 New
8,002 $212,000

Others Institutions Holding DISV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Samalin Investment Counsel, LLC Portfolio

Follow Samalin Investment Counsel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Samalin Investment Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Samalin Investment Counsel, LLC with notifications on news.