Seaside Wealth Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Seaside Wealth Management, Inc.
- $280 Million
- Q1 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 22,734 shares of DFUV stock, worth $931,639. This represents 0.33% of its overall portfolio holdings.
Number of Shares
22,734
Previous 22,699
0.15%
Holding current value
$931,639
Previous $928,000
0.86%
% of portfolio
0.33%
Previous 0.34%
Shares
12 transactions
Others Institutions Holding DFUV
# of Institutions
730Shares Held
274MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.4 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.25 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$709 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$591 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$432 Million0.73% of portfolio