Sequoia Financial Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Sequoia Financial Advisors, LLC
- $8.06 Billion
- Q2 2024
A detailed history of Sequoia Financial Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 592,414 shares of DFNM stock, worth $28.7 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
592,414
Previous 633,640
6.51%
Holding current value
$28.7 Million
Previous $30.5 Million
7.13%
% of portfolio
0.35%
Previous 0.38%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio