Sequoia Financial Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History

Sequoia Financial Advisors, LLC

$18.2 Billion
Q2 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 25, 2025	SELL	$22.25 - $28.0 $189,881 - $238,952	-8,534 Reduced 9.82%	78,388 $2.19 Million
Q1 2025 Apr 23, 2025	SELL	$24.27 - $26.2 $130,426 - $140,798	-5,374 Reduced 5.82%	86,922 $2.19 Million
Q4 2024 Aug 08, 2025	BUY	$24.74 - $27.68 $344,083 - $384,973	13,908 Added 17.74%	92,296 $2.28 Million
Q4 2024 Feb 07, 2025	BUY	$24.74 - $27.68 $86,886 - $97,212	3,512 Added 3.96%	92,296 $2.28 Million
Q3 2024 Oct 21, 2024	BUY	$24.27 - $27.34 $158,750 - $178,830	6,541 Added 7.95%	88,784 $2.39 Million
Q2 2024 Jul 15, 2024	BUY	$24.04 - $26.16 $259,511 - $282,397	10,795 Added 15.11%	82,243 $2.14 Million
Q1 2024 Apr 30, 2024	BUY	$22.89 - $24.95 $161,282 - $175,797	7,046 Added 10.94%	71,448 $1.77 Million
Q4 2023 Jan 25, 2024	BUY	$21.86 - $24.25 $235,541 - $261,293	10,775 Added 20.09%	64,402 $1.56 Million
Q3 2023 Nov 08, 2023	BUY	$22.57 - $24.83 $111,924 - $123,131	4,959 Added 10.19%	53,627 $1.21 Million
Q2 2023 Aug 08, 2023	BUY	$22.74 - $24.7 $78,134 - $84,869	3,436 Added 7.6%	48,668 $1.16 Million
Q1 2023 Apr 24, 2023	BUY	$22.44 - $25.0 $1.02 Million - $1.13 Million	45,232 New	45,232 $1.07 Million

Others Institutions Holding DEHP

# of Institutions

83

Shares Held

5.83M

Call Options Held

0

Put Options Held

0

Unison Advisors LLC

1.27M
Shares

$37.3 Million
4.3% of portfolio
Vestmark Advisory Solutions, Inc.

450K
Shares

$13.2 Million
0.2% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

346K
Shares

$10.2 Million
0.1% of portfolio
Rfg Advisory, LLC Birmingham, AL

288K
Shares

$8.46 Million
0.31% of portfolio
Von Borstel & Associates, Inc. The Dalles, OR

268K
Shares

$7.87 Million
2.0% of portfolio

About DIMENSIONAL ETF TR EMERGING MK

Ticker DEHP
Sector ETFs
Industry ETFs

More about DEHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.