Selective Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History
Selective Wealth Management, Inc.
- $240 Million
- Q1 2025
A detailed history of Selective Wealth Management, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 4,703 shares of DFSD stock, worth $222,875. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,703
Previous 4,703
-0.0%
Holding current value
$222,875
Previous $220,000
1.36%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66.9MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio