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

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 469,552 shares of DFAC stock, worth $15.4 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

469,552

Previous 336,672 39.47%

Holding current value

$15.4 Million

Previous $11.5 Million 40.73%

% of portfolio

0.14%

Previous 0.13%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$33.92 - $36.6 $4.51 Million - $4.86 Million	132,880 Added 39.47%	469,552 $16.2 Million
Q3 2024 Oct 21, 2024	SELL	$31.05 - $34.29 $310,220 - $342,591	-9,991 Reduced 2.88%	336,672 $11.5 Million
Q2 2024 Jul 15, 2024	SELL	$30.09 - $32.37 $580,827 - $624,838	-19,303 Reduced 5.27%	346,663 $11.2 Million
Q1 2024 Apr 30, 2024	SELL	$28.62 - $31.95 $278,329 - $310,713	-9,725 Reduced 2.59%	365,966 $11.7 Million
Q4 2023 Jan 25, 2024	SELL	$24.91 - $29.38 $290,276 - $342,365	-11,653 Reduced 3.01%	375,691 $11 Million
Q3 2023 Nov 08, 2023	SELL	$26.05 - $28.22 $247,344 - $267,948	-9,495 Reduced 2.39%	387,344 $10.1 Million
Q2 2023 Aug 08, 2023	SELL	$24.86 - $27.15 $534,440 - $583,670	-21,498 Reduced 5.14%	396,839 $10.8 Million
Q1 2023 Apr 24, 2023	SELL	$24.18 - $26.58 $85,137 - $93,588	-3,521 Reduced 0.83%	418,337 $10.7 Million
Q4 2022 Jan 17, 2023	SELL	$22.49 - $25.81 $905,447 - $1.04 Million	-40,260 Reduced 8.71%	421,858 $0
Q3 2022 Oct 26, 2022	SELL	$22.24 - $26.54 $2.79 Million - $3.34 Million	-125,660 Reduced 21.38%	462,118 $10.3 Million
Q2 2022 Jul 22, 2022	BUY	$22.75 - $27.77 $216,352 - $264,092	9,510 Added 1.64%	587,778 $13.7 Million
Q1 2022 May 13, 2022	BUY	$25.76 - $29.21 $345,724 - $392,027	13,421 Added 2.38%	578,268 $15.9 Million
Q4 2021 Feb 11, 2022	BUY	$26.63 - $29.09 $15 Million - $16.4 Million	564,847 New	564,847 $16.4 Million

Others Institutions Holding DFAC

# of Institutions

1,066

Shares Held

799M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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