Sequoia Financial Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Sequoia Financial Advisors, LLC
- $8.06 Billion
- Q2 2024
A detailed history of Sequoia Financial Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 1,592,920 shares of DFUS stock, worth $93 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
1,592,920
Previous 1,618,735
1.59%
Holding current value
$93 Million
Previous $92.2 Million
1.63%
% of portfolio
1.16%
Previous 1.16%
Shares
11 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$464 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$346 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$294 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$242 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$217 Million0.23% of portfolio