Seaside Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History
Seaside Wealth Management, Inc.
- $273 Million
- Q4 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 6,022 shares of DFSD stock, worth $286,586. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,022
Previous 5,907
1.95%
Holding current value
$286,586
Previous $282,000
-0.0%
% of portfolio
0.1%
Previous 0.11%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
336Shares Held
67.6MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio