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 $2.34 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
66,410
Previous 66,504
0.14%
Holding current value
$2.34 Million
Previous $2.28 Million
0.75%
% of portfolio
0.84%
Previous 0.86%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.02 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.64 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$639 Million0.26% of portfolio