Sequoia Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 137,156 shares of DFIS stock, worth $3.56 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

137,156

Previous 131,863 4.01%

Holding current value

$3.56 Million

Previous $3.54 Million 4.78%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$24.25 - $26.7 $128,355 - $141,323	5,293 Added 4.01%	137,156 $3.37 Million
Q3 2024 Oct 21, 2024	BUY	$24.06 - $26.97 $36,474 - $40,886	1,516 Added 1.16%	131,863 $3.54 Million
Q2 2024 Jul 15, 2024	BUY	$24.08 - $25.86 $183,658 - $197,234	7,627 Added 6.21%	130,347 $3.21 Million
Q1 2024 Apr 30, 2024	BUY	$23.13 - $25.1 $258,570 - $280,592	11,179 Added 10.02%	122,720 $3.08 Million
Q4 2023 Jan 25, 2024	BUY	$20.55 - $24.23 $345,856 - $407,790	16,830 Added 17.77%	111,541 $2.7 Million
Q3 2023 Nov 08, 2023	BUY	$21.81 - $23.89 $161,110 - $176,475	7,387 Added 8.46%	94,711 $2.08 Million
Q2 2023 Aug 08, 2023	BUY	$22.26 - $23.55 $155,152 - $164,143	6,970 Added 8.67%	87,324 $1.99 Million
Q1 2023 Apr 24, 2023	BUY	$21.65 - $23.87 $1.74 Million - $1.92 Million	80,354 New	80,354 $1.85 Million

Others Institutions Holding DFIS

# of Institutions

236

Shares Held

81.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Sequoia Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History