Selective Wealth Management »

Dimensional Etf Trust shares owned by Selective Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by Selective Wealth Management from 13F filings

Historical chart of Selective Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Selective Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Selective Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 40k 49.08
2022-09-30 $127k 5.0k 25.19

More positions owned by Selective Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYM)
Dimensional Etf Trust Short Duration F (DFSD)
Meta Platforms Cl A (META)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Twilio Cl A (TWLO)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Wisdomtree Tr Cloud Computng (WCLD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Intel Corporation (INTC)
salesforce (CRM)

View all positions for Selective Wealth Management

Top funds holding Dimensional Etf Trust

Sequoia Financial Advisors
RVW Wealth
Sageworth Trust Company
Resources Investment Advisors
Hanson McClain Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Aquire Wealth Advisors
Colony
Modera Wealth Management
Mars Jewett Financial Group
Kooman & Associates
Beacon Pointe Advisors
Blankinship & Foster
Evoke Wealth
AE Wealth Management

View all funds holding Dimensional Etf Trust