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 966,725 shares of DUHP stock, worth $33.7 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

966,725

Previous 862,152 12.13%

Holding current value

$33.7 Million

Previous $27.6 Million 19.42%

% of portfolio

0.37%

Previous 0.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$30.74 - $34.07 $3.21 Million - $3.56 Million	104,573 Added 12.13%	966,725 $32.9 Million
Q2 2024 Jul 15, 2024	BUY	$29.72 - $32.4 $993,985 - $1.08 Million	33,445 Added 4.04%	862,152 $27.6 Million
Q1 2024 Apr 30, 2024	BUY	$28.16 - $31.61 $1.06 Million - $1.19 Million	37,664 Added 4.76%	828,707 $26.2 Million
Q4 2023 Jan 25, 2024	BUY	$24.79 - $28.64 $2.91 Million - $3.37 Million	117,565 Added 17.46%	791,043 $22.6 Million
Q3 2023 Nov 08, 2023	BUY	$25.64 - $27.32 $1.94 Million - $2.06 Million	75,494 Added 12.62%	673,478 $17.3 Million
Q2 2023 Aug 08, 2023	BUY	$24.51 - $26.54 $4.66 Million - $5.04 Million	190,046 Added 46.59%	597,984 $15.9 Million
Q1 2023 Apr 24, 2023	BUY	$23.91 - $25.61 $8.87 Million - $9.5 Million	370,947 Added 1002.8%	407,938 $10.3 Million
Q4 2022 Jan 17, 2023	BUY	$21.59 - $25.35 $798,635 - $937,721	36,991 New	36,991 $0

Others Institutions Holding DUHP

# of Institutions

328

Shares Held

207M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History