Sequoia Financial Advisors, LLC Dimensional ETF Tr Transaction History

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 636,012 shares of DFIV stock, worth $25.7 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

636,012

Previous 554,957 14.61%

Holding current value

$25.7 Million

Previous $19.7 Million 27.17%

% of portfolio

0.22%

Previous 0.17%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$35.33 - $40.77 $2.86 Million - $3.3 Million	81,055 Added 14.61%	636,012 $25 Million
Q4 2024 Feb 07, 2025	SELL	$34.86 - $37.97 $235,095 - $256,069	-6,744 Reduced 1.2%	554,957 $19.7 Million
Q3 2024 Oct 21, 2024	SELL	$34.66 - $38.38 $245,843 - $272,229	-7,093 Reduced 1.25%	561,701 $21.4 Million
Q2 2024 Jul 15, 2024	BUY	$35.5 - $38.02 $171,110 - $183,256	4,820 Added 0.85%	568,794 $20.4 Million
Q1 2024 Apr 30, 2024	BUY	$33.15 - $36.75 $146,456 - $162,361	4,418 Added 0.79%	563,974 $20.7 Million
Q4 2023 Jan 25, 2024	BUY	$30.86 - $34.46 $531,470 - $593,470	17,222 Added 3.18%	559,556 $19.2 Million
Q3 2023 Nov 08, 2023	SELL	$32.1 - $34.42 $104,613 - $112,174	-3,259 Reduced 0.6%	542,334 $17.7 Million
Q2 2023 Aug 08, 2023	SELL	$31.45 - $33.77 $505,684 - $542,987	-16,079 Reduced 2.86%	545,593 $17.9 Million
Q1 2023 Apr 24, 2023	BUY	$30.43 - $33.38 $2.48 Million - $2.72 Million	81,609 Added 17.0%	561,672 $18.1 Million
Q4 2022 Jan 17, 2023	BUY	$25.88 - $31.1 $523,966 - $629,650	20,246 Added 4.4%	480,063 $0
Q3 2022 Oct 26, 2022	SELL	$25.71 - $30.57 $273,168 - $324,806	-10,625 Reduced 2.26%	459,817 $11.8 Million
Q2 2022 Jul 22, 2022	BUY	$28.66 - $33.84 $87,441 - $103,245	3,051 Added 0.65%	470,442 $13.6 Million
Q1 2022 May 13, 2022	BUY	$30.75 - $35.49 $333,114 - $384,463	10,833 Added 2.37%	467,391 $15.6 Million
Q4 2021 Feb 11, 2022	BUY	$31.61 - $34.21 $14.4 Million - $15.6 Million	456,558 New	456,558 $15 Million

Others Institutions Holding DFIV

# of Institutions

649

Shares Held

215M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Dimensional ETF Tr Transaction History