Sequoia Financial Advisors, LLC Dimensional ETF Tr Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 370,906 shares of DFAE stock, worth $9.58 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

370,906

Previous 324,883 14.17%

Holding current value

$9.58 Million

Previous $8.4 Million 20.97%

% of portfolio

0.11%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$24.46 - $27.82 $1.13 Million - $1.28 Million	46,023 Added 14.17%	370,906 $10.2 Million
Q2 2024 Jul 15, 2024	BUY	$24.03 - $26.3 $6.41 Million - $7.01 Million	266,566 Added 457.1%	324,883 $8.4 Million
Q1 2024 Apr 30, 2024	SELL	$22.74 - $24.88 $464,237 - $507,925	-20,415 Reduced 25.93%	58,317 $1.44 Million
Q4 2023 Jan 25, 2024	SELL	$21.63 - $24.11 $785,709 - $875,795	-36,325 Reduced 31.57%	78,732 $1.9 Million
Q3 2023 Nov 08, 2023	SELL	$22.43 - $24.83 $497,205 - $550,406	-22,167 Reduced 16.15%	115,057 $2.6 Million
Q2 2023 Aug 08, 2023	SELL	$22.38 - $24.3 $3.1 Million - $3.37 Million	-138,651 Reduced 50.26%	137,224 $3.22 Million
Q1 2023 Apr 24, 2023	SELL	$21.78 - $24.36 $8.42 Million - $9.42 Million	-386,596 Reduced 58.36%	275,875 $6.35 Million
Q4 2022 Feb 10, 2023	SELL	$19.67 - $22.73 $5,271 - $6,091	-268 Reduced 0.04%	662,471 $14.5 Million
Q4 2022 Jan 17, 2023	BUY	$19.67 - $22.73 $1.72 Million - $1.99 Million	87,595 Added 15.23%	662,739 $0
Q3 2022 Oct 26, 2022	SELL	$20.09 - $23.68 $163,351 - $192,542	-8,131 Reduced 1.39%	575,144 $11.6 Million
Q2 2022 Jul 22, 2022	BUY	$22.9 - $27.06 $482,983 - $570,722	21,091 Added 3.75%	583,275 $13.5 Million
Q1 2022 May 13, 2022	BUY	$24.29 - $28.31 $1.04 Million - $1.22 Million	42,924 Added 8.27%	562,184 $14.8 Million
Q4 2021 Feb 11, 2022	BUY	$26.45 - $28.31 $13.7 Million - $14.7 Million	519,260 New	519,260 $14.2 Million

Others Institutions Holding DFAE

# of Institutions

488

Shares Held

148M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Dimensional ETF Tr Transaction History