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

Seaside Wealth Management, Inc.

$264 Million
Q3 2024

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 $23.6 Million. This represents 8.41% of its overall portfolio holdings.

Number of Shares

720,794

Previous 691,293 4.27%

Holding current value

$23.6 Million

Previous $19.9 Million 11.59%

% of portfolio

8.41%

Previous 8.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

339

Shares Held

95.1M

Call Options Held

10.1K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Seaside Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Seaside Wealth Management, Inc. with notifications on news.

Account

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