Sequoia Financial Advisors, LLC Dimensional ETF Tr Dimensional Put Options Transaction History

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFAR

# of Institutions

253

Shares Held

41.8M

Call Options Held

1.9K

Put Options Held

0

Vista Wealth Management Group, LLC

3.13M
Shares

$73 Million
5.07% of portfolio
High Tower Advisors, LLC Chicago, IL

2.34M
Shares

$54.5 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

2.01M
Shares

$46.9 Million
11.74% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.68M
Shares

$39.2 Million
3.61% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$30.9 Million
2.99% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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