Seaside Wealth Management, Inc. DFSV Holdings History
Seaside Wealth Management, Inc.'s Dimensional US Small Cap Value ETF Holding Summary
As of 2025-06-30, Seaside Wealth Management, Inc. held 832,987.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $24.51 Mil. This investment constitutes 7.8% of their stock portfolio, and Seaside Wealth Management, Inc. now holds 0.52% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2023Q2. And since then Seaside Wealth Management, Inc. has made 8 purchases of DFSV, at an average price of $25.53, for a total of 866,655.00 shares. In addition, there have been 1 sales at an average price of $25.95 for 33,668.00 shares. Based on historical transaction data and DFSV's current price of $30.36, Seaside Wealth Management, Inc.'s estimated gain on his DFSV holdings is $4.04 Mil, reflecting a 18.24% gain to date.
Seaside Wealth Management, Inc. DFSV ($30.36) Holding Chart
Seaside Wealth Management, Inc. DFSV ($30.36) 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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