Samalin Investment Counsel, LLC Dimensional ETF Tr Dimensional Transaction History
Samalin Investment Counsel, LLC
- $274 Million
- Q3 2025
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
Others Institutions Holding DISV
# of Institutions
399Shares Held
82.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Mather Group, Llc. Chicago, IL5.87MShares$211 Million2.22% of portfolio
-
Forum Financial Management, LP Lombard, IL5.82MShares$209 Million3.14% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio