Sequoia Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Sequoia Financial Advisors, LLC
- $11.5 Billion
- Q4 2024
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 351,886 shares of DFAR stock, worth $8.52 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
351,886
Previous 331,406
6.18%
Holding current value
$8.52 Million
Previous $8.5 Million
3.64%
% of portfolio
0.07%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding DFAR
# of Institutions
246Shares Held
40.9MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$73.2 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$56.6 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$47.2 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$40.7 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$32.1 Million2.99% of portfolio