Seaside Wealth Management, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Seaside Wealth Management, Inc.
- $234 Million
- Q1 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 752,081 shares of DFEM stock, worth $20.4 Million. This represents 8.19% of its overall portfolio holdings.
Number of Shares
752,081
Previous 729,896
3.04%
Holding current value
$20.4 Million
Previous $18.2 Million
5.23%
% of portfolio
8.19%
Previous 8.35%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
307Shares Held
116MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.8MShares$429 Million7.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.06MShares$137 Million0.2% of portfolio
-
Truepoint, Inc.4.08MShares$111 Million3.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.89MShares$106 Million0.16% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA3.48MShares$94.4 Million7.95% of portfolio