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

Seaside Wealth Management, Inc.

  • $234 Million
  • Q1 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 667,071 shares of DFSV stock, worth $19.1 Million. This represents 8.58% of its overall portfolio holdings.

Number of Shares
667,071
Previous 655,409 1.78%
Holding current value
$19.1 Million
Previous $19.1 Million 5.2%
% of portfolio
8.58%
Previous 8.75%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
297
Shares Held
72.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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