Sequoia Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025

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 28,851 shares of DFSV stock, worth $765,994. This represents 0.01% of its overall portfolio holdings.

Number of Shares
28,851
Previous 29,171 1.1%
Holding current value
$765,994
Previous $897,000 9.48%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$27.56 - $32.1 $8,819 - $10,272
-320 Reduced 1.1%
28,851 $812,000
Q4 2024

Feb 07, 2025
SELL
$30.18 - $33.87 $179,842 - $201,831
-5,959 Reduced 16.96%
29,171 $897,000
Q3 2024

Oct 21, 2024
BUY
$28.25 - $31.7 $992,422 - $1.11 Million
35,130 New
35,130 $1.08 Million

Others Institutions Holding DFSV

# of Institutions
420
Shares Held
113M
Call Options Held
600
Put Options Held
8.2K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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