Sequoia Financial Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Sequoia Financial Advisors, LLC
- $13 Billion
- Q2 2025
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 2,878,822 shares of DFCF stock, worth $122 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
2,878,822
Previous 2,113,677
36.2%
Holding current value
$122 Million
Previous $88.9 Million
36.85%
% of portfolio
0.93%
Previous 0.77%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
122MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$480 Million13.24% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$156 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$127 Million11.48% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$120 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$119 Million1.31% of portfolio