Sequoia Financial Advisors, LLC Dimensional ETF Tr Transaction History

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025

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 636,692 shares of DFAX stock, worth $18.3 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
636,692
Previous 632,893 0.6%
Holding current value
$18.3 Million
Previous $15.7 Million 6.03%
% of portfolio
0.14%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$24.45 - $27.2 $92,885 - $103,332
3,799 Added 0.6%
636,692 $16.7 Million
Q4 2024

Feb 07, 2025
BUY
$24.76 - $27.04 $652,252 - $712,314
26,343 Added 4.34%
632,893 $15.7 Million
Q3 2024

Oct 21, 2024
SELL
$24.29 - $27.25 $4.32 Million - $4.84 Million
-177,666 Reduced 22.66%
606,550 $16.4 Million
Q2 2024

Jul 15, 2024
BUY
$24.57 - $26.36 $19.3 Million - $20.7 Million
784,216 New
784,216 $19.9 Million

Others Institutions Holding DFAX

# of Institutions
607
Shares Held
248M
Call Options Held
6.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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