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 269,530 shares of DFIS stock, worth $8.48 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
269,530
Holding current value
$8.48 Million
% of portfolio
0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$29.65 - $31.77 $7.99 Million - $8.56 Million
269,530 New
269,530 $8.53 Million
Q2 2025

Jul 25, 2025
SELL
$23.2 - $29.84 $221,328 - $284,673
-9,540 Reduced 7.09%
125,030 $3.73 Million
Q1 2025

Apr 23, 2025
SELL
$23.92 - $26.89 $61,857 - $69,537
-2,586 Reduced 1.89%
134,570 $3.48 Million
Q4 2024

Aug 08, 2025
BUY
$24.25 - $26.7 $294,055 - $323,764
12,126 Added 9.7%
137,156 $3.37 Million
Q4 2024

Feb 07, 2025
BUY
$24.25 - $26.7 $128,355 - $141,323
5,293 Added 4.01%
137,156 $3.37 Million
Q3 2024

Oct 21, 2024
BUY
$24.06 - $26.97 $36,474 - $40,886
1,516 Added 1.16%
131,863 $3.54 Million
Q2 2024

Jul 15, 2024
BUY
$24.08 - $25.86 $183,658 - $197,234
7,627 Added 6.21%
130,347 $3.21 Million
Q1 2024

Apr 30, 2024
BUY
$23.13 - $25.1 $258,570 - $280,592
11,179 Added 10.02%
122,720 $3.08 Million
Q4 2023

Jan 25, 2024
BUY
$20.55 - $24.23 $345,856 - $407,790
16,830 Added 17.77%
111,541 $2.7 Million
Q3 2023

Nov 08, 2023
BUY
$21.81 - $23.89 $161,110 - $176,475
7,387 Added 8.46%
94,711 $2.08 Million
Q2 2023

Aug 08, 2023
BUY
$22.26 - $23.55 $155,152 - $164,143
6,970 Added 8.67%
87,324 $1.99 Million
Q1 2023

Apr 24, 2023
BUY
$21.65 - $23.87 $1.74 Million - $1.92 Million
80,354 New
80,354 $1.85 Million

Others Institutions Holding DFIS

# of Institutions
279
Shares Held
88.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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