Seaside Wealth Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Seaside Wealth Management, Inc.
- $241 Million
- Q2 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 22,634 shares of DFUV stock, worth $939,537. This represents 0.37% of its overall portfolio holdings.
Number of Shares
22,634
Previous 22,594
0.18%
Holding current value
$939,537
Previous $924,000
3.9%
% of portfolio
0.37%
Previous 0.39%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.13 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$762 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$599 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$454 Million0.76% of portfolio