Sequoia Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 331,406 shares of DFAR stock, worth $8.11 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

331,406

Previous 311,060 6.54%

Holding current value

$8.11 Million

Previous $6.87 Million 23.61%

% of portfolio

0.1%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$21.91 - $26.03 $445,780 - $529,606	20,346 Added 6.54%	331,406 $8.5 Million
Q2 2024 Jul 15, 2024	BUY	$20.41 - $22.23 $952,493 - $1.04 Million	46,668 Added 17.65%	311,060 $6.87 Million
Q1 2024 Apr 30, 2024	BUY	$21.28 - $22.96 $507,400 - $547,458	23,844 Added 9.91%	264,392 $5.91 Million
Q4 2023 Jan 25, 2024	BUY	$18.45 - $23.08 $544,348 - $680,952	29,504 Added 13.98%	240,548 $5.47 Million
Q3 2023 Nov 08, 2023	BUY	$19.26 - $22.35 $453,264 - $525,984	23,534 Added 12.55%	211,044 $4.12 Million
Q2 2023 Aug 08, 2023	BUY	$20.22 - $21.63 $642,571 - $687,379	31,779 Added 20.41%	187,510 $4.04 Million
Q1 2023 Apr 24, 2023	BUY	$19.83 - $23.92 $3.09 Million - $3.73 Million	155,731 New	155,731 $3.35 Million

Others Institutions Holding DFAR

# of Institutions

206

Shares Held

35.2M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Sequoia Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History