Seaside Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Seaside Wealth Management, Inc.
- $234 Million
- Q1 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 65,654 shares of DFAC stock, worth $2.12 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
65,654
Previous 65,674
0.03%
Holding current value
$2.12 Million
Previous $1.92 Million
9.28%
% of portfolio
0.9%
Previous 0.88%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
839Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.22 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$564 Million0.3% of portfolio