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 345,927 shares of DISV stock, worth $10.4 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

345,927

Previous 167,237 106.85%

Holding current value

$10.4 Million

Previous $4.44 Million 126.72%

% of portfolio

0.09%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$26.09 - $30.21 $4.66 Million - $5.4 Million	178,690 Added 106.85%	345,927 $10.1 Million
Q4 2024 Feb 07, 2025	BUY	$26.18 - $28.77 $208,209 - $228,807	7,953 Added 4.99%	167,237 $4.44 Million
Q3 2024 Oct 21, 2024	BUY	$26.06 - $29.18 $472,415 - $528,975	18,128 Added 12.84%	159,284 $4.63 Million
Q2 2024 Jul 15, 2024	BUY	$26.23 - $28.56 $374,118 - $407,351	14,263 Added 11.24%	141,156 $3.8 Million
Q1 2024 Apr 30, 2024	BUY	$24.73 - $27.24 $113,560 - $125,086	4,592 Added 3.75%	126,893 $3.45 Million
Q4 2023 Jan 25, 2024	BUY	$22.43 - $25.87 $151,626 - $174,881	6,760 Added 5.85%	122,301 $3.15 Million
Q3 2023 Nov 08, 2023	BUY	$23.27 - $25.13 $88,379 - $95,443	3,798 Added 3.4%	115,541 $2.75 Million
Q2 2023 Aug 08, 2023	SELL	$23.01 - $24.6 $137,415 - $146,911	-5,972 Reduced 5.07%	111,743 $2.64 Million
Q1 2023 Apr 24, 2023	BUY	$22.4 - $24.75 $459,983 - $508,241	20,535 Added 21.13%	117,715 $2.8 Million
Q4 2022 Jan 17, 2023	BUY	$18.45 - $22.54 $1.08 Million - $1.33 Million	58,796 Added 153.18%	97,180 $0
Q3 2022 Oct 26, 2022	BUY	$18.36 - $22.57 $503,651 - $619,140	27,432 Added 250.47%	38,384 $712,000
Q2 2022 Jul 22, 2022	BUY	$21.05 - $25.01 $230,539 - $273,909	10,952 New	10,952 $231,000

Others Institutions Holding DISV

# of Institutions

328

Shares Held

67.2M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
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Sequoia Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History