Sequoia Financial Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 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 1,405,908 shares of DFCF stock, worth $58.7 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

1,405,908

Previous 1,315,316 6.89%

Holding current value

$58.7 Million

Previous $56.8 Million 2.36%

% of portfolio

0.5%

Previous 0.64%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$41.17 - $43.34 $3.73 Million - $3.93 Million	90,592 Added 6.89%	1,405,908 $58.1 Million
Q3 2024 Oct 21, 2024	BUY	$41.34 - $43.55 $11.5 Million - $12.1 Million	277,880 Added 26.79%	1,315,316 $56.8 Million
Q2 2024 Jul 15, 2024	BUY	$40.79 - $41.97 $6.36 Million - $6.54 Million	155,942 Added 17.69%	1,037,436 $43.1 Million
Q1 2024 Apr 30, 2024	SELL	$41.54 - $42.6 $14.2 Million - $14.5 Million	-340,868 Reduced 27.89%	881,494 $37 Million
Q4 2023 Jan 25, 2024	BUY	$39.52 - $42.54 $4.3 Million - $4.63 Million	108,773 Added 9.77%	1,222,362 $51.8 Million
Q3 2023 Nov 08, 2023	BUY	$40.3 - $42.05 $2.64 Million - $2.75 Million	65,456 Added 6.25%	1,113,589 $45 Million
Q2 2023 Aug 08, 2023	BUY	$41.55 - $42.94 $616,477 - $637,100	14,837 Added 1.44%	1,048,133 $43.7 Million
Q1 2023 Apr 24, 2023	BUY	$41.26 - $43.27 $42.6 Million - $44.7 Million	1,033,296 New	1,033,296 $43.9 Million

Others Institutions Holding DFCF

# of Institutions

402

Shares Held

3.55B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
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Sequoia Financial Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History