Samalin Investment Counsel, LLC DFAC Holdings History
Samalin Investment Counsel, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Samalin Investment Counsel, LLC held 71,504.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $2.36 Mil. This investment constitutes 0.96% of their stock portfolio, and Samalin Investment Counsel, LLC now holds 0.01% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q2. And since then Samalin Investment Counsel, LLC has made 8 purchases of DFAC, at an average price of $25.29, for a total of 157,192.00 shares. In addition, there have been 5 sales at an average price of $33.43 for 85,688.00 shares. Based on historical transaction data and DFAC's current price of $35.00, Samalin Investment Counsel, LLC's estimated gain on his DFAC holdings is $1.39 Mil, reflecting a 34.99% gain to date.
Samalin Investment Counsel, LLC DFAC ($35.00) Holding Chart
Samalin Investment Counsel, LLC DFAC ($35.00) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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