Sequoia Financial Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Sequoia Financial Advisors, LLC
- $7.97 Billion
- Q1 2024
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 294,115 shares of DFUV stock, worth $11.5 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
294,115
Previous 298,300
1.4%
Holding current value
$11.5 Million
Previous $11.1 Million
8.35%
% of portfolio
0.15%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio