Seaside Wealth Management, Inc. Dimensional ETF Tr U S Equity Transaction History
Seaside Wealth Management, Inc.
- $264 Million
- Q3 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 11,587 shares of DFUS stock, worth $751,301. This represents 0.27% of its overall portfolio holdings.
Number of Shares
11,587
Previous 11,587
-0.0%
Holding current value
$751,301
Previous $681,000
5.73%
% of portfolio
0.27%
Previous 0.28%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
644Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$568 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$516 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$380 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$322 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$267 Million0.08% of portfolio