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

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 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 291,342 shares of DFUV stock, worth $12.6 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
291,342
Previous 294,115 0.94%
Holding current value
$12.6 Million
Previous $11.5 Million 5.17%
% of portfolio
0.14%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
637
Shares Held
267M
Call Options Held
300
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email