Sea Crest Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Sea Crest Wealth Management, LLC
- $913 Million
- Q4 2025
A detailed history of Sea Crest Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 8,761 shares of DFIS stock, worth $275,270. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,761Holding current value
$275,270% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
290Shares Held
113MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
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Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
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Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
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First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio