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 29,029 shares of DUHP stock, worth $1.09 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
29,029
Previous 28,580
1.57%
Holding current value
$1.09 Million
Previous $1.02 Million
7.87%
% of portfolio
0.4%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio