Seaside Wealth Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Seaside Wealth Management, Inc.
- $264 Million
- Q3 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 22,660 shares of DFUV stock, worth $998,399. This represents 0.36% of its overall portfolio holdings.
Number of Shares
22,660
Previous 22,634
0.11%
Holding current value
$998,399
Previous $888,000
6.31%
% of portfolio
0.36%
Previous 0.37%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
641Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.55 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.45 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$816 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$636 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$479 Million0.65% of portfolio