Seaside Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Seaside Wealth Management, Inc.
- $234 Million
- Q1 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 667,071 shares of DFSV stock, worth $19.1 Million. This represents 8.58% of its overall portfolio holdings.
Number of Shares
667,071
Previous 655,409
1.78%
Holding current value
$19.1 Million
Previous $19.1 Million
5.2%
% of portfolio
8.58%
Previous 8.75%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
298Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$235 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$133 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$80.9 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$76.3 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$63.2 Million0.1% of portfolio