Seaside Wealth Management, Inc. Dimensional ETF Tr Transaction History

Seaside Wealth Management, Inc.

$264 Million
Q3 2024

A detailed history of Seaside Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 8,570 shares of DFIV stock, worth $312,462. This represents 0.12% of its overall portfolio holdings.

Number of Shares

8,570

Previous 8,520 0.59%

Holding current value

$312,462

Previous $306,000 6.54%

% of portfolio

0.12%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$34.66 - $38.38 $1,732 - $1,919	50 Added 0.59%	8,570 $326,000
Q2 2024 Aug 07, 2024	BUY	$35.5 - $38.02 $5,609 - $6,007	158 Added 1.89%	8,520 $306,000
Q1 2024 Apr 17, 2024	SELL	$33.15 - $36.75 $6,099 - $6,762	-184 Reduced 2.15%	8,362 $307,000
Q4 2023 Jan 23, 2024	BUY	$30.86 - $34.46 $2,437 - $2,722	79 Added 0.93%	8,546 $293,000
Q3 2023 Oct 13, 2023	BUY	$32.1 - $34.42 $2,247 - $2,409	70 Added 0.83%	8,467 $276,000
Q2 2023 Jul 17, 2023	BUY	$31.45 - $33.77 $4,497 - $4,829	143 Added 1.73%	8,397 $275,000
Q1 2023 May 09, 2023	BUY	$30.43 - $33.38 $1,095 - $1,201	36 Added 0.44%	8,254 $266,000
Q4 2022 Feb 09, 2023	BUY	$25.88 - $31.1 $1,941 - $2,332	75 Added 0.92%	8,218 $249,000
Q3 2022 Nov 09, 2022	BUY	$25.71 - $30.57 $797 - $947	31 Added 0.38%	8,143 $227,000
Q2 2022 Aug 30, 2022	BUY	$28.66 - $33.84 $232,489 - $274,510	8,112 New	8,112 $240,000

Others Institutions Holding DFIV

# of Institutions

560

Shares Held

193M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Seaside Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Seaside Wealth Management, Inc. with notifications on news.

Account

Seaside Wealth Management, Inc. Dimensional ETF Tr Transaction History