Sequoia Financial Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Sequoia Financial Advisors, LLC

$13 Billion
Q2 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 388,473 shares of DFUV stock, worth $16.7 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

388,473

Previous 404,406 3.94%

Holding current value

$16.7 Million

Previous $16.7 Million 1.45%

% of portfolio

0.13%

Previous 0.14%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$36.25 - $42.28 $577,571 - $673,647	-15,933 Reduced 3.94%	388,473 $16.4 Million
Q1 2025 Apr 23, 2025	BUY	$39.96 - $43.3 $1.42 Million - $1.54 Million	35,498 Added 9.62%	404,406 $16.7 Million
Q4 2024 Feb 07, 2025	BUY	$40.38 - $44.35 $3.13 Million - $3.44 Million	77,566 Added 26.62%	368,908 $15.1 Million
Q3 2024 Oct 21, 2024	SELL	$38.51 - $41.69 $106,788 - $115,606	-2,773 Reduced 0.94%	291,342 $12.1 Million
Q1 2024 Apr 30, 2024	SELL	$36.22 - $40.9 $151,580 - $171,166	-4,185 Reduced 1.4%	294,115 $12 Million
Q4 2023 Jan 25, 2024	SELL	$31.85 - $37.39 $71,853 - $84,351	-2,256 Reduced 0.75%	298,300 $11.1 Million
Q3 2023 Nov 08, 2023	SELL	$33.83 - $36.19 $377,779 - $404,133	-11,167 Reduced 3.58%	300,556 $10.2 Million
Q2 2023 Aug 08, 2023	SELL	$32.32 - $34.5 $169,227 - $180,642	-5,236 Reduced 1.65%	311,723 $10.8 Million
Q1 2023 Apr 24, 2023	SELL	$31.9 - $35.83 $663,424 - $745,156	-20,797 Reduced 6.16%	316,959 $10.6 Million
Q4 2022 Jan 17, 2023	BUY	$30.23 - $35.36 $18,591 - $21,746	615 Added 0.18%	337,756 $0
Q3 2022 Oct 26, 2022	SELL	$29.6 - $34.78 $460,960 - $541,628	-15,573 Reduced 4.42%	337,141 $9.98 Million
Q2 2022 Jul 22, 2022	BUY	$30.92 - $35.31 $10.9 Million - $12.5 Million	352,714 New	352,714 $11.1 Million

Others Institutions Holding DFUV

# of Institutions

736

Shares Held

276M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History