Seaside Wealth Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Seaside Wealth Management, Inc.
- $241 Million
- Q2 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 5,127 shares of DFNM stock, worth $248,967. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,127
Previous 5,094
0.65%
Holding current value
$248,967
Previous $244,000
-0.0%
% of portfolio
0.1%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$126 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59.2 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$58.1 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$43 Million1.92% of portfolio