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 $98.9 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

$98.9 Million

Previous $94 Million 6.3%

% of portfolio

0.76%

Previous 0.81%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$59.61 - $66.71 $1.03 Million - $1.15 Million	-17,305 Reduced 1.17%	1,456,020 $88.1 Million
Q4 2024 Feb 07, 2025	SELL	$61.52 - $66.5 $4.28 Million - $4.63 Million	-69,617 Reduced 4.51%	1,473,325 $94 Million
Q3 2024 Oct 21, 2024	SELL	$56.04 - $62.2 $2.8 Million - $3.11 Million	-49,978 Reduced 3.14%	1,542,942 $96 Million
Q2 2024 Jul 15, 2024	SELL	$53.83 - $59.14 $1.39 Million - $1.53 Million	-25,815 Reduced 1.59%	1,592,920 $93.7 Million
Q1 2024 Apr 30, 2024	SELL	$50.79 - $56.98 $410,129 - $460,113	-8,075 Reduced 0.5%	1,618,735 $92.2 Million
Q4 2023 Jan 25, 2024	SELL	$44.51 - $52.0 $701,344 - $819,364	-15,757 Reduced 0.96%	1,626,810 $84.3 Million
Q3 2023 Nov 08, 2023	SELL	$46.29 - $49.87 $742,630 - $800,064	-16,043 Reduced 0.97%	1,642,567 $76.5 Million
Q2 2023 Aug 08, 2023	BUY	$43.77 - $48.16 $758,402 - $834,468	17,327 Added 1.06%	1,658,610 $79.9 Million
Q1 2023 Apr 24, 2023	SELL	$41.24 - $45.43 $691,553 - $761,815	-16,769 Reduced 1.01%	1,641,283 $72.9 Million
Q4 2022 Jan 17, 2023	BUY	$38.86 - $44.32 $1.54 Million - $1.75 Million	39,584 Added 2.45%	1,658,052 $0
Q3 2022 Oct 26, 2022	SELL	$38.82 - $46.57 $3.67 Million - $4.4 Million	-94,581 Reduced 5.52%	1,618,468 $62.8 Million
Q2 2022 Jul 22, 2022	SELL	$39.62 - $49.51 $478,649 - $598,130	-12,081 Reduced 0.7%	1,713,049 $69.8 Million
Q1 2022 May 13, 2022	BUY	$45.16 - $52.01 $257,411 - $296,457	5,700 Added 0.33%	1,725,130 $84.6 Million
Q4 2021 Feb 11, 2022	BUY	$47.05 - $51.98 $80.9 Million - $89.4 Million	1,719,430 New	1,719,430 $88.9 Million

Others Institutions Holding DFUS

# of Institutions

771

Shares Held

185M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
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Industry ETFs

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Sequoia Financial Advisors, LLC Dimensional ETF Tr U S Equity Transaction History