Sequoia Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Sequoia Financial Advisors, LLC
- $8.93 Billion
- Q3 2024
A detailed history of Sequoia Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 349,352 shares of DIHP stock, worth $9.26 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
349,352
Previous 335,302
4.19%
Holding current value
$9.26 Million
Previous $8.83 Million
9.65%
% of portfolio
0.11%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding DIHP
# of Institutions
200Shares Held
93.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$465 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$461 Million1.16% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$159 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$157 Million11.81% of portfolio
-
Carlson Capital Management3.81MShares$101 Million7.97% of portfolio