Sequoia Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Sequoia Financial Advisors, LLC
- $14.6 Billion
- Q3 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 925,302 shares of DUHP stock, worth $35.1 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
925,302Holding current value
$35.1 Million% of portfolio
0.24%Shares
13 transactions
Others Institutions Holding DUHP
# of Institutions
472Shares Held
249MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.52 Billion2.95% of portfolio
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Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
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Merriman Wealth Management, LLC8.15MShares$309 Million11.99% of portfolio
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Forum Financial Management, LP Lombard, IL7.54MShares$286 Million4.43% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$267 Million15.92% of portfolio