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

Sequoia Financial Advisors, LLC

$7.97 Billion
Q1 2024

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 466,698 shares of DFAS stock, worth $27.9 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

466,698

Previous 461,854 1.05%

Holding current value

$27.9 Million

Previous $27.5 Million 5.66%

% of portfolio

0.36%

Previous 0.34%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$50.26 - $54.73 $526,925 - $573,789	10,484 Added 3.13%	345,972 $0
Q3 2022 Oct 26, 2022	SELL	$47.01 - $55.84 $278,346 - $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

636

Shares Held

101M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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