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 $55.2 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
$55.2 Million
Previous $43.1 Million
31.82%
% of portfolio
0.64%
Previous 0.53%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
330Shares Held
87.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$440 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$121 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$112 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$102 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$87.2 Million12.12% of portfolio