Seaside Wealth Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Seaside Wealth Management, Inc.
- $273 Million
- Q4 2024
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 22,699 shares of DFUV stock, worth $888,438. This represents 0.34% of its overall portfolio holdings.
Number of Shares
22,699
Previous 22,660
0.17%
Holding current value
$888,438
Previous $944,000
1.69%
% of portfolio
0.34%
Previous 0.36%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
710Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.33 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.23 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$703 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$565 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$421 Million0.67% of portfolio