Sequoia Financial Advisors, LLC Dimensional ETF Tr Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 4,822,146 shares of DFAU stock, worth $199 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares

4,822,146

Previous 4,380,986 10.07%

Holding current value

$199 Million

Previous $164 Million 16.53%

% of portfolio

2.14%

Previous 2.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$35.8 - $39.69 $15.8 Million - $17.5 Million	441,160 Added 10.07%	4,822,146 $191 Million
Q2 2024 Jul 15, 2024	BUY	$34.53 - $37.67 $24.6 Million - $26.8 Million	712,064 Added 19.41%	4,380,986 $164 Million
Q1 2024 Apr 30, 2024	BUY	$32.59 - $36.54 $4.13 Million - $4.63 Million	126,629 Added 3.57%	3,668,922 $134 Million
Q4 2023 Jan 25, 2024	BUY	$28.58 - $33.37 $9.67 Million - $11.3 Million	338,346 Added 10.56%	3,542,293 $118 Million
Q3 2023 Nov 08, 2023	BUY	$29.79 - $32.13 $1.32 Million - $1.42 Million	44,284 Added 1.4%	3,203,947 $96 Million
Q2 2023 Aug 08, 2023	BUY	$28.25 - $30.99 $1.9 Million - $2.09 Million	67,372 Added 2.18%	3,159,663 $97.9 Million
Q1 2023 Apr 24, 2023	BUY	$26.87 - $29.65 $8.89 Million - $9.81 Million	330,830 Added 11.98%	3,092,291 $89 Million
Q4 2022 Feb 10, 2023	SELL	$25.24 - $28.83 $6,335 - $7,236	-251 Reduced 0.01%	2,761,461 $74.6 Million
Q4 2022 Jan 17, 2023	BUY	$25.24 - $28.83 $7.46 Million - $8.52 Million	295,521 Added 11.98%	2,761,712 $0
Q3 2022 Oct 26, 2022	BUY	$25.15 - $30.14 $3.21 Million - $3.85 Million	127,590 Added 5.46%	2,466,191 $62 Million
Q2 2022 Jul 22, 2022	BUY	$25.69 - $31.79 $19.7 Million - $24.4 Million	766,566 Added 48.76%	2,338,601 $61.8 Million
Q1 2022 May 13, 2022	BUY	$29.18 - $33.24 $6.08 Million - $6.93 Million	208,431 Added 15.29%	1,572,035 $49.6 Million
Q4 2021 Feb 11, 2022	BUY	$30.17 - $33.15 $41.1 Million - $45.2 Million	1,363,604 New	1,363,604 $45 Million

Others Institutions Holding DFAU

# of Institutions

413

Shares Held

110M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Dimensional ETF Tr Transaction History