Seaside Wealth Management, Inc. Dimensional ETF Tr U S Equity Transaction History
Seaside Wealth Management, Inc.
- $273 Million
- Q4 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 11,587 shares of DFUS stock, worth $761,381. This represents 0.27% of its overall portfolio holdings.
Number of Shares
11,587
Previous 11,587
-0.0%
Holding current value
$761,381
Previous $720,000
2.64%
% of portfolio
0.27%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
681Shares Held
141MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$575 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$523 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$381 Million20.61% of portfolio
-
Plancorp, LLC4.96MShares$326 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$271 Million0.08% of portfolio