Selective Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Selective Wealth Management, Inc.
- $308 Million
- Q3 2025
A detailed history of Selective Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 18,997 shares of DFAC stock, worth $741,262. This represents 0.24% of its overall portfolio holdings.
Number of Shares
18,997Holding current value
$741,262% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,155Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.21 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.14 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.56 Billion23.99% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.46 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$680 Million0.22% of portfolio