Sequoia Financial Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Sequoia Financial Advisors, LLC
- $8.93 Billion
- Q3 2024
A detailed history of Sequoia Financial Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 1,186,364 shares of DFEM stock, worth $31.2 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
1,186,364
Previous 1,085,285
9.31%
Holding current value
$31.2 Million
Previous $29 Million
15.12%
% of portfolio
0.37%
Previous 0.36%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
345Shares Held
131MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$410 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$152 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$104 Million1.18% of portfolio