Seaside Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Seaside Wealth Management, Inc.
- $241 Million
- Q2 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 316,377 shares of DISV stock, worth $9.09 Million. This represents 3.54% of its overall portfolio holdings.
Number of Shares
316,377
Previous 304,855
3.78%
Holding current value
$9.09 Million
Previous $8.29 Million
2.7%
% of portfolio
3.54%
Previous 3.54%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
264Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$241 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$173 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$90.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$44.7 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$37.5 Million1.17% of portfolio