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

Seaside Wealth Management, Inc.

$264 Million
Q3 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 328,567 shares of DISV stock, worth $8.85 Million. This represents 3.62% of its overall portfolio holdings.

Number of Shares

328,567

Previous 316,377 3.85%

Holding current value

$8.85 Million

Previous $8.51 Million 12.16%

% of portfolio

3.62%

Previous 3.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$26.06 - $29.18 $317,671 - $355,704	12,190 Added 3.85%	328,567 $9.55 Million
Q2 2024 Aug 07, 2024	BUY	$26.23 - $28.56 $302,222 - $329,068	11,522 Added 3.78%	316,377 $8.51 Million
Q1 2024 Apr 17, 2024	BUY	$24.73 - $27.24 $155,230 - $170,985	6,277 Added 2.1%	304,855 $8.29 Million
Q4 2023 Jan 23, 2024	BUY	$22.43 - $25.87 $455,732 - $525,626	20,318 Added 7.3%	298,578 $7.7 Million
Q3 2023 Oct 13, 2023	BUY	$23.27 - $25.13 $349,492 - $377,427	15,019 Added 5.71%	278,260 $6.62 Million
Q2 2023 Jul 17, 2023	BUY	$23.01 - $24.6 $6.06 Million - $6.48 Million	263,241 New	263,241 $6.23 Million

Others Institutions Holding DISV

# of Institutions

274

Shares Held

60.7M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Seaside Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Seaside Wealth Management, Inc. with notifications on news.

Account

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