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

Seaside Wealth Management, Inc.

$264 Million
Q3 2024

A detailed history of Seaside Wealth Management, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 5,907 shares of DFSD stock, worth $279,342. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,907

Previous 5,599 5.5%

Holding current value

$279,342

Previous $263,000 7.22%

% of portfolio

0.11%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$47.0 - $47.84 $14,476 - $14,734	308 Added 5.5%	5,907 $282,000
Q2 2024 Aug 07, 2024	BUY	$46.64 - $47.15 $2,611 - $2,640	56 Added 1.01%	5,599 $263,000
Q1 2024 Apr 17, 2024	SELL	$46.78 - $47.19 $154,233 - $155,585	-3,297 Reduced 37.3%	5,543 $260,000
Q4 2023 Jan 23, 2024	BUY	$46.16 - $47.09 $6,785 - $6,922	147 Added 1.69%	8,840 $415,000
Q3 2023 Oct 13, 2023	BUY	$46.24 - $46.65 $2,820 - $2,845	61 Added 0.71%	8,693 $403,000
Q2 2023 Jul 17, 2023	BUY	$46.28 - $46.83 $1,342 - $1,358	29 Added 0.34%	8,632 $400,000
Q1 2023 May 09, 2023	BUY	$46.1 - $46.75 $9,727 - $9,864	211 Added 2.51%	8,603 $401,000
Q4 2022 Feb 09, 2023	BUY	$45.19 - $46.47 $2,349 - $2,416	52 Added 0.62%	8,392 $386,000
Q3 2022 Nov 09, 2022	BUY	$45.55 - $47.51 $379,887 - $396,233	8,340 New	8,340 $382,000

Others Institutions Holding DFSD

# of Institutions

258

Shares Held

45.5M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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