Seaside Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Seaside Wealth Management, Inc.
- $313 Million
- Q2 2025
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 371,377 shares of DISV stock, worth $12.6 Million. This represents 3.9% of its overall portfolio holdings.
Number of Shares
371,377
Previous 364,665
1.84%
Holding current value
$12.6 Million
Previous $10.6 Million
15.1%
% of portfolio
3.9%
Previous 3.8%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
354Shares Held
75.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$301 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$209 Million3.39% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$198 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$107 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$79.1 Million1.1% of portfolio