Seaside Wealth Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Seaside Wealth Management, Inc.
- $313 Million
- Q2 2025
A detailed history of Seaside Wealth Management, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 21,206 shares of DFUV stock, worth $954,482. This represents 0.29% of its overall portfolio holdings.
Number of Shares
21,206
Previous 22,734
6.72%
Holding current value
$954,482
Previous $936,000
4.27%
% of portfolio
0.29%
Previous 0.33%
Shares
13 transactions
Others Institutions Holding DFUV
# of Institutions
747Shares Held
278MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.62 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.43 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$752 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$649 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$372 Million0.51% of portfolio