Sequoia Financial Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Sequoia Financial Advisors, LLC
- $8.93 Billion
- Q3 2024
A detailed history of Sequoia Financial Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 1,315,316 shares of DFCF stock, worth $54.3 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
1,315,316
Previous 1,037,436
26.79%
Holding current value
$54.3 Million
Previous $43.1 Million
31.82%
% of portfolio
0.64%
Previous 0.53%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
334Shares Held
89.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$102 Million13.14% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio