Sequoia Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Sequoia Financial Advisors, LLC
- $11.6 Billion
- Q1 2025
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 4,319,252 shares of DIHP stock, worth $120 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
4,319,252
Previous 364,769
1084.11%
Holding current value
$120 Million
Previous $9.21 Million
1163.96%
% of portfolio
1.01%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding DIHP
# of Institutions
250Shares Held
134MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.6MShares$628 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$619 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$430 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$179 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$173 Million3.11% of portfolio