Seaside Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History
Seaside Wealth Management, Inc.
- $241 Million
- Q2 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 5,599 shares of DFSD stock, worth $267,520. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,599
Previous 5,543
1.01%
Holding current value
$267,520
Previous $260,000
1.15%
% of portfolio
0.11%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.3 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.6 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.2 Million16.69% of portfolio