Sequoia Financial Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Sequoia Financial Advisors, LLC
- $11.6 Billion
- Q1 2025
A detailed history of Sequoia Financial Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 744,689 shares of DFNM stock, worth $35.2 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
744,689
Previous 613,517
21.38%
Holding current value
$35.2 Million
Previous $29.3 Million
20.85%
% of portfolio
0.31%
Previous 0.25%
Shares
11 transactions
Others Institutions Holding DFNM
# of Institutions
243Shares Held
25.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$128 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.2 Million2.05% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.5 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio