A detailed history of Seaside Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 720,794 shares of DFSV stock, worth $22 Million. This represents 8.41% of its overall portfolio holdings.

Number of Shares
720,794
Previous 691,293 4.27%
Holding current value
$22 Million
Previous $19.9 Million 11.59%
% of portfolio
8.41%
Previous 8.27%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$28.25 - $31.7 $833,403 - $935,181
29,501 Added 4.27%
720,794 $22.2 Million
Q2 2024

Aug 07, 2024

BUY
$27.81 - $30.13 $673,613 - $729,808
24,222 Added 3.63%
691,293 $19.9 Million
Q1 2024

Apr 17, 2024

BUY
$27.45 - $30.1 $320,121 - $351,026
11,662 Added 1.78%
667,071 $20.1 Million
Q4 2023

Jan 23, 2024

SELL
$23.61 - $29.53 $794,901 - $994,216
-33,668 Reduced 4.89%
655,409 $19.1 Million
Q3 2023

Oct 13, 2023

BUY
$24.97 - $27.69 $808,678 - $896,768
32,386 Added 4.93%
689,077 $17.5 Million
Q2 2023

Jul 17, 2023

BUY
$23.17 - $25.7 $15.2 Million - $16.9 Million
656,691 New
656,691 $16.9 Million

Others Institutions Holding DFSV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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