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

Selective Wealth Management, Inc.

$332 Million
Q4 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 164,178 shares of DFSD stock, worth $7.91 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares

164,178

Previous 54,416 201.71%

Holding current value

$7.91 Million

Previous $2.62 Million 201.79%

% of portfolio

2.38%

Previous 0.85%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$48.17 - $48.5 $5.29 Million - $5.32 Million	109,762 Added 201.71%	164,178 $7.91 Million
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

391

Shares Held

86.4M

Call Options Held

Put Options Held

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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