Seaside Wealth Management, Inc. DISV Holdings History
Seaside Wealth Management, Inc.'s Dimensional International Small Cap Value ETF Holding Summary
As of 2025-06-30, Seaside Wealth Management, Inc. held 371,377.00 shares of Dimensional International Small Cap Value ETF(DISV), totaling $12.22 Mil. This investment constitutes 3.89% of their stock portfolio, and Seaside Wealth Management, Inc. now holds 0.38% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.
The initial trade took place in 2023Q2. And since then Seaside Wealth Management, Inc. has made 9 purchases of DISV, at an average price of $24.57, for a total of 371,377.00 shares. Based on historical transaction data and DISV's current price of $32.99, Seaside Wealth Management, Inc.'s estimated gain on his DISV holdings is $3.13 Mil, reflecting a 34.26% gain to date.
Seaside Wealth Management, Inc. DISV ($32.99) Holding Chart
Seaside Wealth Management, Inc. DISV ($32.99) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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