Sequoia Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Sequoia Financial Advisors, LLC
- $13 Billion
- Q2 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 4,384,277 shares of DIHP stock, worth $130 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
4,384,277
Previous 4,319,252
1.51%
Holding current value
$130 Million
Previous $116 Million
11.11%
% of portfolio
0.99%
Previous 1.01%
Shares
10 transactions
Others Institutions Holding DIHP
# of Institutions
279Shares Held
144MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$725 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$673 Million0.2% of portfolio
-
Savant Capital, LLC21MShares$624 Million4.28% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$192 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$179 Million3.07% of portfolio