Sequoia Financial Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Sequoia Financial Advisors, LLC
- $11.6 Billion
- Q1 2025
A detailed history of Sequoia Financial Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 1,456,020 shares of DFUS stock, worth $99.4 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
1,456,020
Previous 1,473,325
1.17%
Holding current value
$99.4 Million
Previous $94 Million
6.3%
% of portfolio
0.76%
Previous 0.81%
Shares
14 transactions
Others Institutions Holding DFUS
# of Institutions
776Shares Held
194MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.9 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$543 Million5.21% of portfolio
-
Maseco LLP London,7.9MShares$539 Million20.12% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$352 Million20.01% of portfolio
-
Plancorp, LLC4.6MShares$314 Million10.8% of portfolio