A detailed history of Sequoia Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 370,906 shares of DFAE stock, worth $9.5 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
370,906
Previous 324,883 14.17%
Holding current value
$9.5 Million
Previous $8.4 Million 20.97%
% of portfolio
0.11%
Previous 0.1%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$24.46 - $27.82 $1.13 Million - $1.28 Million
46,023 Added 14.17%
370,906 $10.2 Million
Q2 2024

Jul 15, 2024

BUY
$24.03 - $26.3 $6.41 Million - $7.01 Million
266,566 Added 457.1%
324,883 $8.4 Million
Q1 2024

Apr 30, 2024

SELL
$22.74 - $24.88 $464,237 - $507,925
-20,415 Reduced 25.93%
58,317 $1.44 Million
Q4 2023

Jan 25, 2024

SELL
$21.63 - $24.11 $785,709 - $875,795
-36,325 Reduced 31.57%
78,732 $1.9 Million
Q3 2023

Nov 08, 2023

SELL
$22.43 - $24.83 $497,205 - $550,406
-22,167 Reduced 16.15%
115,057 $2.6 Million
Q2 2023

Aug 08, 2023

SELL
$22.38 - $24.3 $3.1 Million - $3.37 Million
-138,651 Reduced 50.26%
137,224 $3.22 Million
Q1 2023

Apr 24, 2023

SELL
$21.78 - $24.36 $8.42 Million - $9.42 Million
-386,596 Reduced 58.36%
275,875 $6.35 Million
Q4 2022

Feb 10, 2023

SELL
$19.67 - $22.73 $5,271 - $6,091
-268 Reduced 0.04%
662,471 $14.5 Million
Q4 2022

Jan 17, 2023

BUY
$19.67 - $22.73 $1.72 Million - $1.99 Million
87,595 Added 15.23%
662,739 $0
Q3 2022

Oct 26, 2022

SELL
$20.09 - $23.68 $163,351 - $192,542
-8,131 Reduced 1.39%
575,144 $11.6 Million
Q2 2022

Jul 22, 2022

BUY
$22.9 - $27.06 $482,983 - $570,722
21,091 Added 3.75%
583,275 $13.5 Million
Q1 2022

May 13, 2022

BUY
$24.29 - $28.31 $1.04 Million - $1.22 Million
42,924 Added 8.27%
562,184 $14.8 Million
Q4 2021

Feb 11, 2022

BUY
$26.45 - $28.31 $13.7 Million - $14.7 Million
519,260 New
519,260 $14.2 Million

Others Institutions Holding DFAE

About DIMENSIONAL ETF TR


  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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