Seaside Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Seaside Wealth Management, Inc.
- $241 Million
- Q2 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 65,789 shares of DFAC stock, worth $2.24 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
65,789
Previous 65,654
0.21%
Holding current value
$2.24 Million
Previous $2.1 Million
1.14%
% of portfolio
0.88%
Previous 0.9%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$600 Million0.29% of portfolio