Sequoia Financial Advisors, LLC Dimensional ETF Tr Transaction History

Sequoia Financial Advisors, LLC

$13 Billion
Q2 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 2,335,453 shares of DFAI stock, worth $80.3 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

2,335,453

Previous 1,842,584 26.75%

Holding current value

$80.3 Million

Previous $57.5 Million 40.31%

% of portfolio

0.62%

Previous 0.5%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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 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

662

Shares Held

240M

Call Options Held

500

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
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Sequoia Financial Advisors, LLC Dimensional ETF Tr Transaction History