Seaside Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History

Seaside Wealth Management, Inc.

$273 Million
Q4 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 347,739 shares of DISV stock, worth $9.42 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares

347,739

Previous 328,567 5.84%

Holding current value

$9.42 Million

Previous $9.55 Million 3.24%

% of portfolio

3.39%

Previous 3.62%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$26.18 - $28.77 $501,922 - $551,578	19,172 Added 5.84%	347,739 $9.24 Million
Q3 2024 Oct 25, 2024	BUY	$26.06 - $29.18 $317,671 - $355,704	12,190 Added 3.85%	328,567 $9.55 Million
Q2 2024 Aug 07, 2024	BUY	$26.23 - $28.56 $302,222 - $329,068	11,522 Added 3.78%	316,377 $8.51 Million
Q1 2024 Apr 17, 2024	BUY	$24.73 - $27.24 $155,230 - $170,985	6,277 Added 2.1%	304,855 $8.29 Million
Q4 2023 Jan 23, 2024	BUY	$22.43 - $25.87 $455,732 - $525,626	20,318 Added 7.3%	298,578 $7.7 Million
Q3 2023 Oct 13, 2023	BUY	$23.27 - $25.13 $349,492 - $377,427	15,019 Added 5.71%	278,260 $6.62 Million
Q2 2023 Jul 17, 2023	BUY	$23.01 - $24.6 $6.06 Million - $6.48 Million	263,241 New	263,241 $6.23 Million

Others Institutions Holding DISV

# of Institutions

279

Shares Held

62.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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Seaside Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History