Samalin Investment Counsel, LLC DFUS Holdings History
Samalin Investment Counsel, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Samalin Investment Counsel, LLC held 18,207.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $1.10 Mil. This investment constitutes 0.45% of their stock portfolio, and Samalin Investment Counsel, LLC now holds 0.01% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2024Q4. And since then Samalin Investment Counsel, LLC has made 2 purchases of DFUS, at an average price of $63.98, for a total of 18,207.00 shares. Based on historical transaction data and DFUS's current price of $65.85, Samalin Investment Counsel, LLC's estimated gain on his DFUS holdings is $34,026.33, reflecting a 2.92% gain to date.
Samalin Investment Counsel, LLC DFUS ($65.85) Holding Chart
Samalin Investment Counsel, LLC DFUS ($65.85) 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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