Sequoia Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Sequoia Financial Advisors, LLC
- $8.93 Billion
- Q3 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 131,863 shares of DFIS stock, worth $3.32 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
131,863
Previous 130,347
1.16%
Holding current value
$3.32 Million
Previous $3.21 Million
10.19%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding DFIS
# of Institutions
200Shares Held
81.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$558 Million0.61% of portfolio
-
Matson Money. Inc.12.4MShares$313 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$269 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$101 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$65.6 Million3.04% of portfolio