Seaside Wealth Management, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Seaside Wealth Management, Inc.
- $264 Million
- Q3 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 809,493 shares of DFEM stock, worth $21.4 Million. This represents 8.64% of its overall portfolio holdings.
Number of Shares
809,493
Previous 773,922
4.6%
Holding current value
$21.4 Million
Previous $20.7 Million
10.16%
% of portfolio
8.64%
Previous 8.59%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$412 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio