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

Sequoia Financial Advisors, LLC

  • $8.06 Billion
  • Q2 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 754,606 shares of DFAT stock, worth $41.9 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
754,606
Previous 718,356 5.05%
Holding current value
$41.9 Million
Previous $39.1 Million 0.1%
% of portfolio
0.49%
Previous 0.49%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
BUY
$50.18 - $54.47 $1.82 Million - $1.97 Million
36,250 Added 5.05%
754,606 $39.1 Million
Q1 2024

Apr 30, 2024
BUY
$49.45 - $54.43 $736,112 - $810,244
14,886 Added 2.12%
718,356 $39.1 Million
Q4 2023

Jan 25, 2024
BUY
$42.71 - $53.09 $1.12 Million - $1.39 Million
26,137 Added 3.86%
703,470 $36.8 Million
Q3 2023

Nov 08, 2023
BUY
$45.07 - $49.71 $287,366 - $316,950
6,376 Added 0.95%
677,333 $30.9 Million
Q2 2023

Aug 08, 2023
SELL
$41.44 - $46.39 $422,315 - $472,760
-10,191 Reduced 1.5%
670,957 $31.1 Million
Q1 2023

Apr 24, 2023
BUY
$42.38 - $49.75 $6.93 Million - $8.13 Million
163,443 Added 31.57%
681,148 $30.3 Million
Q4 2022

Jan 17, 2023
BUY
$40.24 - $46.91 $4.29 Million - $5 Million
106,600 Added 25.93%
517,705 $0
Q3 2022

Oct 26, 2022
BUY
$38.84 - $46.6 $594,252 - $712,980
15,300 Added 3.87%
411,105 $16 Million
Q2 2022

Jul 22, 2022
BUY
$39.72 - $47.15 $935,803 - $1.11 Million
23,560 Added 6.33%
395,805 $15.9 Million
Q1 2022

May 13, 2022
BUY
$44.35 - $48.64 $645,736 - $708,198
14,560 Added 4.07%
372,245 $17.3 Million
Q4 2021

Feb 11, 2022
BUY
$44.48 - $49.36 $15.9 Million - $17.7 Million
357,685 New
357,685 $17 Million

Others Institutions Holding DFAT

# of Institutions
648
Shares Held
156M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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