Sequoia Financial Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 1,014,429 shares of DFAT stock, worth $52.1 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

1,014,429

Previous 798,090 27.11%

Holding current value

$52.1 Million

Previous $44.4 Million 17.58%

% of portfolio

0.45%

Previous 0.38%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$50.44 - $58.1 $10.9 Million - $12.6 Million	216,339 Added 27.11%	1,014,429 $52.2 Million
Q4 2024 Feb 07, 2025	BUY	$54.54 - $61.04 $785,212 - $878,792	14,397 Added 1.84%	798,090 $44.4 Million
Q3 2024 Oct 21, 2024	BUY	$51.0 - $57.07 $1.48 Million - $1.66 Million	29,087 Added 3.85%	783,693 $43.6 Million
Q2 2024 Jul 15, 2024	BUY	$50.18 - $54.47 $1.82 Million - $1.97 Million	36,250 Added 5.05%	754,606 $39.1 Million
Q1 2024 Apr 30, 2024	BUY	$49.45 - $54.43 $736,112 - $810,244	14,886 Added 2.12%	718,356 $39.1 Million
Q4 2023 Jan 25, 2024	BUY	$42.71 - $53.09 $1.12 Million - $1.39 Million	26,137 Added 3.86%	703,470 $36.8 Million
Q3 2023 Nov 08, 2023	BUY	$45.07 - $49.71 $287,366 - $316,950	6,376 Added 0.95%	677,333 $30.9 Million
Q2 2023 Aug 08, 2023	SELL	$41.44 - $46.39 $422,315 - $472,760	-10,191 Reduced 1.5%	670,957 $31.1 Million
Q1 2023 Apr 24, 2023	BUY	$42.38 - $49.75 $6.93 Million - $8.13 Million	163,443 Added 31.57%	681,148 $30.3 Million
Q4 2022 Jan 17, 2023	BUY	$40.24 - $46.91 $4.29 Million - $5 Million	106,600 Added 25.93%	517,705 $0
Q3 2022 Oct 26, 2022	BUY	$38.84 - $46.6 $594,252 - $712,980	15,300 Added 3.87%	411,105 $16 Million
Q2 2022 Jul 22, 2022	BUY	$39.72 - $47.15 $935,803 - $1.11 Million	23,560 Added 6.33%	395,805 $15.9 Million
Q1 2022 May 13, 2022	BUY	$44.35 - $48.64 $645,736 - $708,198	14,560 Added 4.07%	372,245 $17.3 Million
Q4 2021 Feb 11, 2022	BUY	$44.48 - $49.36 $15.9 Million - $17.7 Million	357,685 New	357,685 $17 Million

Others Institutions Holding DFAT

# of Institutions

768

Shares Held

167M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Sequoia Financial Advisors, LLC Dimensional ETF Tr U S Target Transaction History