Seaside Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History

Seaside Wealth Management, Inc.

  • $313 Million
  • Q2 2025

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 8,253 shares of DFSD stock, worth $397,464. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,253
Previous 6,051 36.39%
Holding current value
$397,464
Previous $287,000 37.98%
% of portfolio
0.13%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$47.09 - $48.01 $103,692 - $105,718
2,202 Added 36.39%
8,253 $396,000
Q1 2025

May 02, 2025
BUY
$46.74 - $47.55 $1,355 - $1,378
29 Added 0.48%
6,051 $287,000
Q4 2024

Jan 14, 2025
BUY
$46.75 - $47.8 $5,376 - $5,497
115 Added 1.95%
6,022 $282,000
Q3 2024

Oct 25, 2024
BUY
$47.0 - $47.84 $14,476 - $14,734
308 Added 5.5%
5,907 $282,000
Q2 2024

Aug 07, 2024
BUY
$46.64 - $47.15 $2,611 - $2,640
56 Added 1.01%
5,599 $263,000
Q1 2024

Apr 17, 2024
SELL
$46.78 - $47.19 $154,233 - $155,585
-3,297 Reduced 37.3%
5,543 $260,000
Q4 2023

Jan 23, 2024
BUY
$46.16 - $47.09 $6,785 - $6,922
147 Added 1.69%
8,840 $415,000
Q3 2023

Oct 13, 2023
BUY
$46.24 - $46.65 $2,820 - $2,845
61 Added 0.71%
8,693 $403,000
Q2 2023

Jul 17, 2023
BUY
$46.28 - $46.83 $1,342 - $1,358
29 Added 0.34%
8,632 $400,000
Q1 2023

May 09, 2023
BUY
$46.1 - $46.75 $9,727 - $9,864
211 Added 2.51%
8,603 $401,000
Q4 2022

Feb 09, 2023
BUY
$45.19 - $46.47 $2,349 - $2,416
52 Added 0.62%
8,392 $386,000
Q3 2022

Nov 09, 2022
BUY
$45.55 - $47.51 $379,887 - $396,233
8,340 New
8,340 $382,000

Others Institutions Holding DFSD

# of Institutions
359
Shares Held
73.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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