Seaside Wealth Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Seaside Wealth Management, Inc.
- $234 Million
- Q1 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 5,094 shares of DFNM stock, worth $243,238. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,094
Previous 5,070
0.47%
Holding current value
$243,238
Previous $245,000
0.41%
% of portfolio
0.1%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
171Shares Held
20.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$127 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.5 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.1 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio