Seaside Wealth Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Seaside Wealth Management, Inc.

$273 Million
Q4 2024

A detailed history of Seaside Wealth Management, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 5,209 shares of DFNM stock, worth $247,271. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,209

Previous 5,161 0.93%

Holding current value

$247,271

Previous $250,000 0.8%

% of portfolio

0.09%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$47.65 - $48.6 $2,287 - $2,332	48 Added 0.93%	5,209 $248,000
Q3 2024 Oct 25, 2024	BUY	$47.7 - $48.54 $1,621 - $1,650	34 Added 0.66%	5,161 $250,000
Q2 2024 Aug 07, 2024	BUY	$47.4 - $48.0 $1,564 - $1,584	33 Added 0.65%	5,127 $244,000
Q1 2024 Apr 17, 2024	BUY	$48.08 - $48.49 $1,153 - $1,163	24 Added 0.47%	5,094 $244,000
Q4 2023 Jan 23, 2024	BUY	$46.17 - $48.51 $234,081 - $245,945	5,070 New	5,070 $245,000
Q2 2023 Jul 17, 2023	BUY	$47.15 - $48.62 $1,225 - $1,264	26 Added 0.51%	5,078 $241,000
Q1 2023 May 09, 2023	BUY	$47.4 - $48.69 $1,422 - $1,460	30 Added 0.6%	5,052 $244,000
Q4 2022 Feb 09, 2023	BUY	$46.51 - $48.03 $790 - $816	17 Added 0.34%	5,022 $240,000
Q3 2022 Nov 09, 2022	BUY	$46.65 - $48.89 $1,026 - $1,075	22 Added 0.44%	5,005 $233,000
Q2 2022 Aug 30, 2022	BUY	$47.55 - $48.44 $236,941 - $241,376	4,983 New	4,983 $243,000

Others Institutions Holding DFNM

# of Institutions

239

Shares Held

25M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Seaside Wealth Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History