Samalin Investment Counsel, LLC Dimensional ETF Tr Dimensional Transaction History
Samalin Investment Counsel, LLC
- $223 Million
- Q4 2024
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 8,002 shares of DISV stock, worth $225,496. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,002Holding current value
$225,496% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
322Shares Held
65.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$250 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$180 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.8 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$62.9 Million1.08% of portfolio
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Ritholtz Wealth Management1.42MShares$40.1 Million1.12% of portfolio