Selective Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Selective Wealth Management, Inc.
- $332 Million
- Q4 2025
A detailed history of Selective Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 11,382 shares of DFIC stock, worth $379,931. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,382Holding current value
$379,931% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
527Shares Held
284MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
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Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
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Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
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High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
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Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio