Ownership history in Selective Wealth Management, Inc. · 13 quarters on record
This page tracks every 13F SEC filing in which Selective Wealth Management, Inc. reported a position in DIMENSIONAL ETF TRUST (DFSD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 164,178 | +109,762 | +201.7% | 2.46% | $7.9M | $47.95 |
| 2025 Q3 | ADDED | 54,416 | +46,483 | +585.9% | 0.85% | $2.6M | $47.42 |
| 2025 Q2 | ADDED | 7,933 | +3,230 | +68.7% | 0.14% | $381K | $46.72 |
| 2025 Q1 | UNCHANGED | 4,703 | — | 0% | 0.10% | $221K | $45.83 |
| 2024 Q4 | UNCHANGED | 4,703 | — | 0% | 0.09% | $220K | $44.98 |
| 2024 Q3 | UNCHANGED | 4,703 | — | 0% | 0.09% | $224K | $44.94 |
| 2024 Q2 | REDUCED | 4,703 | -532 | -10.2% | 0.10% | $222K | $43.77 |
| 2024 Q1 | REDUCED | 5,235 | -200 | -3.7% | 0.11% | $245K | $43.31 |
| 2023 Q4 | UNCHANGED | 5,435 | — | 0% | 0.13% | $255K | $43.01 |
| 2023 Q3 | UNCHANGED | 5,435 | — | 0% | 0.14% | $252K | $41.69 |
As of 2025 Q4 — sorted by position size