Seaside Wealth Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Seaside Wealth Management, Inc.

$273 Million
Q4 2024

A detailed history of Seaside Wealth Management, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 22,699 shares of DFUV stock, worth $928,162. This represents 0.34% of its overall portfolio holdings.

Number of Shares

22,699

Previous 22,660 0.17%

Holding current value

$928,162

Previous $944,000 1.69%

% of portfolio

0.34%

Previous 0.36%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$40.38 - $44.35 $1,574 - $1,729	39 Added 0.17%	22,699 $928,000
Q3 2024 Oct 25, 2024	BUY	$38.51 - $41.69 $1,001 - $1,083	26 Added 0.11%	22,660 $944,000
Q2 2024 Aug 07, 2024	BUY	$38.53 - $40.76 $1,541 - $1,630	40 Added 0.18%	22,634 $888,000
Q1 2024 Apr 17, 2024	BUY	$36.22 - $40.9 $1,122 - $1,267	31 Added 0.14%	22,594 $924,000
Q4 2023 Jan 23, 2024	BUY	$31.85 - $37.39 $1,082 - $1,271	34 Added 0.15%	22,563 $839,000
Q3 2023 Oct 13, 2023	BUY	$33.83 - $36.19 $1,150 - $1,230	34 Added 0.15%	22,529 $766,000
Q2 2023 Jul 17, 2023	BUY	$32.32 - $34.5 $1,066 - $1,138	33 Added 0.15%	22,495 $776,000
Q1 2023 May 09, 2023	SELL	$31.9 - $35.83 $43,160 - $48,477	-1,353 Reduced 5.68%	22,462 $752,000
Q4 2022 Feb 09, 2023	BUY	$30.23 - $35.36 $755 - $884	25 Added 0.11%	23,815 $797,000
Q3 2022 Nov 09, 2022	BUY	$29.6 - $34.78 $107,832 - $126,703	3,643 Added 18.08%	23,790 $794,000
Q2 2022 Aug 30, 2022	BUY	$30.92 - $35.31 $622,945 - $711,390	20,147 New	20,147 $673,000

Others Institutions Holding DFUV

# of Institutions

708

Shares Held

275M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Seaside Wealth Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History