Selective Wealth Management Inc Activity Analysis: Q2 Investments and Portfolio Shifts in 2026
Selective Wealth Management Inc's portfolio saw significant changes this quarter, marked by substantial purchases of Dimensional ETF Trust holdings and notable sales or reductions in specific stocks like TWLO and INTC.
As reported for the period ending 2026-06-30, Selective Wealth Management Inc's portfolio has experienced a dynamic shift, reflecting strategic buying and selling activities. The total portfolio value stood at $380,437,836 as of this date.
Significant Purchases Observed This Quarter
The most prominent activity involved substantial increases in holdings within Dimensional ETF Trust products. DIMENSIONAL ETF TRUST (DFAC), identified by its ticker symbol DFAC, saw a remarkable 79.37% increase in shares held, representing one of the largest additions to the portfolio this quarter.
Other notable purchases included Dimensional ETF TRUST (DCOR) with a nearly 100% increase (99.3%) in its position, and Dimensional ETF TRUST (DFIC) which experienced an unprecedented growth spurt of over 107%, significantly boosting the investor's allocation to this fund.
Furthermore, Selective Wealth Management Inc bolstered its exposure through other Dimensional funds: DIMENSIONAL ETF TRUST (DFAU), DIMENSIONAL ETF TRUST (DFCF), and DIMENSIONAL ETF TRUST (DFGX) all showed substantial share increases of over 50%, indicating a strong focus on expanding positions within this fund family.
Reductions, Exits, or Sells This Quarter
In contrast to the buying activity, Selective Wealth Management Inc also recorded significant reductions in certain holdings. The Vanguard ETF VANGUARD INDEX FDS (VOO), represented by ticker symbol VOO, experienced a slight decrease of 0.69% in shares.
However, two Technology sector stocks showed major declines or were completely exited: TWILIO INC (TWLO) and INTEL CORP (INTC). The investor sold all their holdings of TWLO, a significant portion of its Technology allocation, while also reducing shares in INTC by over 82%.
Additionally, the Vanguard ETF VANGUARD INDEX FDS (VTI) saw a reduction of approximately 15%, and SPDR SERIES TRUST (SPLG), another popular ETF, experienced a decrease in its position. The WisdomTree ETF WISDOMTREE TR (WCLD) also showed a small decline.
Overall Portfolio Changes
The portfolio's total value increased slightly this quarter compared to the prior period, despite notable divestments and reductions elsewhere. This suggests that the substantial inflows from new Dimensional fund positions likely outweighed the outflows observed in other areas.
Selective Wealth Management Inc demonstrated a clear strategy of diversification by investing across various sectors through ETFs while simultaneously exiting concentrated Technology holdings like TWLO. The significant reduction in the Technology sector's portfolio allocation, coupled with the exit from TWLO and substantial sell of INTC, points towards a deliberate shift away from high-growth but potentially riskier tech individual stocks.
Key Insights into Selective Wealth Management Inc's Strategy
The investor's actions this quarter highlight an apparent focus on broad-based ETF exposure within specific sectors. The large purchases of Dimensional funds (DFAC, DFIC) and other Dimensional holdings like DFAU, DFCF, and DFGX suggest a continued confidence in passive, diversified strategies.
Conversely, the decision to exit TWLO entirely and significantly reduce INTC indicates less favorable views on these specific Technology companies or perhaps a broader rebalancing effort away from individual tech names towards ETFs. The slight reduction in VOO could be part of this ongoing portfolio adjustment process.