Seaside Wealth Management, Inc. Dimensional ETF Tr Transaction History

Seaside Wealth Management, Inc.

$241 Million
Q2 2024

A detailed history of Seaside Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 8,520 shares of DFIV stock, worth $325,634. This represents 0.13% of its overall portfolio holdings.

Number of Shares

8,520

Previous 8,362 1.89%

Holding current value

$325,634

Previous $307,000 0.33%

% of portfolio

0.13%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	BUY	$35.5 - $38.02 $5,609 - $6,007	158 Added 1.89%	8,520 $306,000
Q1 2024 Apr 17, 2024	SELL	$33.15 - $36.75 $6,099 - $6,762	-184 Reduced 2.15%	8,362 $307,000
Q4 2023 Jan 23, 2024	BUY	$30.86 - $34.46 $2,437 - $2,722	79 Added 0.93%	8,546 $293,000
Q3 2023 Oct 13, 2023	BUY	$32.1 - $34.42 $2,247 - $2,409	70 Added 0.83%	8,467 $276,000
Q2 2023 Jul 17, 2023	BUY	$31.45 - $33.77 $4,497 - $4,829	143 Added 1.73%	8,397 $275,000
Q1 2023 May 09, 2023	BUY	$30.43 - $33.38 $1,095 - $1,201	36 Added 0.44%	8,254 $266,000
Q4 2022 Feb 09, 2023	BUY	$25.88 - $31.1 $1,941 - $2,332	75 Added 0.92%	8,218 $249,000
Q3 2022 Nov 09, 2022	BUY	$25.71 - $30.57 $797 - $947	31 Added 0.38%	8,143 $227,000
Q2 2022 Aug 30, 2022	BUY	$28.66 - $33.84 $232,489 - $274,510	8,112 New	8,112 $240,000

Others Institutions Holding DFIV

# of Institutions

527

Shares Held

184M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Seaside Wealth Management, Inc. Dimensional ETF Tr Transaction History