Sequoia Financial Advisors, LLC Dimensional ETF Tr Transaction History
Sequoia Financial Advisors, LLC
- $8.93 Billion
- Q3 2024
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 1,507,902 shares of DFAI stock, worth $45.6 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
1,507,902
Previous 1,386,892
8.73%
Holding current value
$45.6 Million
Previous $41.1 Million
16.46%
% of portfolio
0.54%
Previous 0.51%
Shares
13 transactions
Others Institutions Holding DFAI
# of Institutions
527Shares Held
164MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$189 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$165 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$155 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$128 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$125 Million0.22% of portfolio