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 167,237 shares of DISV stock, worth $4.93 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
167,237
Previous 159,284 4.99%
Holding current value
$4.93 Million
Previous $4.63 Million 4.0%
% of portfolio
0.04%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
325
Shares Held
66.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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