Sequoia Financial Advisors, LLC Dimensional ETF Tr Transaction History

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

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 2,528,404 shares of DFAI stock, worth $92.6 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

2,528,404

Holding current value

$92.6 Million

% of portfolio

0.63%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$34.05 - $36.55 $86.1 Million - $92.4 Million	2,528,404 New	2,528,404 $91.9 Million
Q2 2025 Jul 25, 2025	BUY	$28.02 - $34.71 $13.8 Million - $17.1 Million	492,869 Added 26.75%	2,335,453 $80.7 Million
Q1 2025 Apr 23, 2025	BUY	$28.88 - $32.4 $6.87 Million - $7.7 Million	237,729 Added 14.81%	1,842,584 $57.5 Million
Q4 2024 Aug 08, 2025	SELL	$29.0 - $31.6 $21.2 Million - $23.1 Million	-730,598 Reduced 31.28%	1,604,855 $46.9 Million
Q4 2024 Feb 07, 2025	BUY	$29.0 - $31.6 $2.81 Million - $3.06 Million	96,953 Added 6.43%	1,604,855 $46.9 Million
Q3 2024 Oct 21, 2024	BUY	$28.69 - $32.06 $3.47 Million - $3.88 Million	121,010 Added 8.73%	1,507,902 $47.9 Million
Q2 2024 Jul 15, 2024	BUY	$28.93 - $30.91 $2.74 Million - $2.93 Million	94,674 Added 7.33%	1,386,892 $41.1 Million
Q1 2024 Apr 30, 2024	BUY	$27.74 - $30.27 $1.26 Million - $1.37 Million	45,358 Added 3.64%	1,292,218 $39.1 Million
Q4 2023 Jan 25, 2024	BUY	$24.88 - $28.69 $2.37 Million - $2.73 Million	95,136 Added 8.26%	1,246,860 $35.7 Million
Q3 2023 Nov 08, 2023	BUY	$26.0 - $28.17 $1.35 Million - $1.46 Million	51,799 Added 4.71%	1,151,724 $30.1 Million
Q2 2023 Aug 08, 2023	SELL	$26.46 - $28.05 $1.14 Million - $1.21 Million	-43,111 Reduced 3.77%	1,099,925 $30 Million
Q1 2023 Apr 24, 2023	SELL	$25.21 - $27.45 $484,561 - $527,616	-19,221 Reduced 1.65%	1,143,036 $30.8 Million
Q4 2022 Feb 10, 2023	SELL	$21.47 - $25.85 $3,478 - $4,187	-162 Reduced 0.01%	1,162,257 $29.1 Million
Q4 2022 Jan 17, 2023	BUY	$21.47 - $25.85 $4.26 Million - $5.13 Million	198,439 Added 20.59%	1,162,419 $0
Q3 2022 Oct 26, 2022	BUY	$21.44 - $25.78 $2.13 Million - $2.56 Million	99,310 Added 11.49%	963,980 $20.8 Million
Q2 2022 Jul 22, 2022	BUY	$23.87 - $28.49 $7.89 Million - $9.42 Million	330,604 Added 61.9%	864,670 $20.9 Million
Q1 2022 May 13, 2022	BUY	$25.94 - $30.08 $2.41 Million - $2.8 Million	93,060 Added 21.1%	534,066 $15 Million
Q4 2021 Feb 11, 2022	BUY	$28.27 - $30.4 $12.5 Million - $13.4 Million	441,006 New	441,006 $13 Million

Others Institutions Holding DFAI

# of Institutions

698

Shares Held

262M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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.

Account

Sequoia Financial Advisors, LLC Dimensional ETF Tr Transaction History