Sequoia Financial Advisors, LLC Dimensional ETF Tr Transaction History

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 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 632,893 shares of DFAX stock, worth $16.8 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
632,893
Previous 606,550 4.34%
Holding current value
$16.8 Million
Previous $16.4 Million 3.96%
% of portfolio
0.14%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$24.76 - $27.04 $652,252 - $712,314
26,343 Added 4.34%
632,893 $15.7 Million
Q3 2024

Oct 21, 2024
SELL
$24.29 - $27.25 $4.32 Million - $4.84 Million
-177,666 Reduced 22.66%
606,550 $16.4 Million
Q2 2024

Jul 15, 2024
BUY
$24.57 - $26.36 $19.3 Million - $20.7 Million
784,216 New
784,216 $19.9 Million

Others Institutions Holding DFAX

# of Institutions
572
Shares Held
242M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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