Selective Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History

Selective Wealth Management, Inc.

$308 Million
Q3 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 54,416 shares of DFSD stock, worth $2.62 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

54,416

Previous 7,933 585.94%

Holding current value

$2.62 Million

Previous $380,000 590.0%

% of portfolio

0.85%

Previous 0.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$47.86 - $48.43 $2.22 Million - $2.25 Million	46,483 Added 585.94%	54,416 $2.62 Million
Q2 2025 Jul 10, 2025	BUY	$47.09 - $48.01 $152,100 - $155,072	3,230 Added 68.68%	7,933 $380,000
Q2 2024 Jul 10, 2024	SELL	$46.64 - $47.15 $24,812 - $25,083	-532 Reduced 10.16%	4,703 $221,000
Q1 2024 Apr 11, 2024	SELL	$46.78 - $47.19 $9,356 - $9,438	-200 Reduced 3.68%	5,235 $246,000
Q3 2022 Oct 21, 2022	BUY	$45.55 - $47.51 $247,564 - $258,216	5,435 New	5,435 $250,000

Others Institutions Holding DFSD

# of Institutions

388

Shares Held

84.6M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Selective Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History