Sequoia Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Sequoia Financial Advisors, LLC
- $11.5 Billion
- Q4 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 364,769 shares of DIHP stock, worth $10 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
364,769
Previous 349,352
4.41%
Holding current value
$10 Million
Previous $9.68 Million
4.87%
% of portfolio
0.08%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
246Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$658 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$614 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$426 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$174 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$171 Million3.11% of portfolio