Seaside Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Seaside Wealth Management, Inc.
- $273 Million
- Q4 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 66,410 shares of DFAC stock, worth $2.38 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
66,410
Previous 66,504
0.14%
Holding current value
$2.38 Million
Previous $2.28 Million
0.75%
% of portfolio
0.84%
Previous 0.86%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
930Shares Held
745MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio