Seaside Wealth Management, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Seaside Wealth Management, Inc.
- $273 Million
- Q4 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 863,666 shares of DFEM stock, worth $22.6 Million. This represents 8.3% of its overall portfolio holdings.
Number of Shares
863,666
Previous 809,493
6.69%
Holding current value
$22.6 Million
Previous $22.8 Million
0.74%
% of portfolio
8.3%
Previous 8.64%
Shares
7 transactions
Others Institutions Holding DFEM
# of Institutions
422Shares Held
148MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.3MShares$427 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$155 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$135 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$124 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$110 Million0.96% of portfolio