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

Selective Wealth Management, Inc.

  • $272 Million
  • Q2 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 7,933 shares of DFSD stock, worth $382,053. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,933
Previous 4,703 68.68%
Holding current value
$382,053
Previous $223,000 70.4%
% of portfolio
0.14%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
361
Shares Held
73.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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