Sequoia Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History

Sequoia Financial Advisors, LLC

$13 Billion
Q2 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 458,511 shares of DFAS stock, worth $30.3 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

458,511

Previous 475,442 3.56%

Holding current value

$30.3 Million

Previous $28.4 Million 2.83%

% of portfolio

0.22%

Previous 0.25%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$52.31 - $63.72 $885,660 - $1.08 Million	-16,931 Reduced 3.56%	458,511 $29.2 Million
Q1 2025 Apr 23, 2025	SELL	$58.81 - $68.2 $209,834 - $243,337	-3,568 Reduced 0.74%	475,442 $28.4 Million
Q4 2024 Feb 07, 2025	SELL	$63.58 - $71.15 $554,163 - $620,143	-8,716 Reduced 1.79%	479,010 $31.2 Million
Q3 2024 Oct 21, 2024	BUY	$59.25 - $65.33 $667,866 - $736,399	11,272 Added 2.37%	487,726 $31.6 Million
Q2 2024 Jul 15, 2024	BUY	$57.42 - $62.37 $560,189 - $608,481	9,756 Added 2.09%	476,454 $28.6 Million
Q1 2024 Apr 30, 2024	BUY	$56.66 - $62.34 $274,461 - $301,974	4,844 Added 1.05%	466,698 $29.1 Million
Q4 2023 Jan 25, 2024	BUY	$48.83 - $60.51 $1.26 Million - $1.56 Million	25,717 Added 5.9%	461,854 $27.5 Million
Q3 2023 Nov 08, 2023	SELL	$51.84 - $57.67 $108,241 - $120,414	-2,088 Reduced 0.48%	436,137 $22.9 Million
Q2 2023 Aug 08, 2023	BUY	$49.85 - $54.8 $105,931 - $116,450	2,125 Added 0.49%	438,225 $24 Million
Q1 2023 Apr 24, 2023	BUY	$50.35 - $57.8 $4.54 Million - $5.21 Million	90,128 Added 26.05%	436,100 $23 Million
Q4 2022 Jan 17, 2023	BUY	$47.77 - $54.73 $500,820 - $573,789	10,484 Added 3.13%	345,972 $0
Q3 2022 Oct 26, 2022	SELL	$46.47 - $55.84 $275,148 - $330,628	-5,921 Reduced 1.73%	335,488 $15.6 Million
Q2 2022 Jul 22, 2022	SELL	$46.65 - $56.4 $34,147 - $41,284	-732 Reduced 0.21%	341,409 $16.4 Million
Q1 2022 May 13, 2022	BUY	$53.45 - $60.82 $562,988 - $640,617	10,533 Added 3.18%	342,141 $19.2 Million
Q4 2021 Feb 11, 2022	BUY	$56.67 - $63.93 $18.8 Million - $21.2 Million	331,608 New	331,608 $19.9 Million

Others Institutions Holding DFAS

# of Institutions

826

Shares Held

128M

Call Options Held

Put Options Held

100

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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 U S Small C Transaction History