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 606,550 shares of DFAX stock, worth $15.6 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
606,550
Previous 784,216 22.66%
Holding current value
$15.6 Million
Previous $19.9 Million 17.82%
% of portfolio
0.18%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
512
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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