Sequoia Financial Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 613,517 shares of DFNM stock, worth $29.5 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

613,517

Previous 557,728 10.0%

Holding current value

$29.5 Million

Previous $27.1 Million 8.28%

% of portfolio

0.25%

Previous 0.3%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$47.65 - $48.6 $2.66 Million - $2.71 Million	55,789 Added 10.0%	613,517 $29.3 Million
Q3 2024 Oct 21, 2024	SELL	$47.7 - $48.54 $1.65 Million - $1.68 Million	-34,686 Reduced 5.86%	557,728 $27.1 Million
Q2 2024 Jul 15, 2024	SELL	$47.4 - $48.0 $1.95 Million - $1.98 Million	-41,226 Reduced 6.51%	592,414 $28.3 Million
Q1 2024 Apr 30, 2024	SELL	$48.08 - $48.49 $6.07 Million - $6.12 Million	-126,198 Reduced 16.61%	633,640 $30.5 Million
Q4 2023 Jan 25, 2024	SELL	$46.17 - $48.51 $2.48 Million - $2.61 Million	-53,788 Reduced 6.61%	759,838 $36.9 Million
Q3 2023 Nov 08, 2023	SELL	$46.44 - $47.81 $3.52 Million - $3.62 Million	-75,803 Reduced 8.52%	813,626 $37.8 Million
Q2 2023 Aug 08, 2023	SELL	$47.15 - $48.62 $20.3 Million - $20.9 Million	-430,159 Reduced 32.6%	889,429 $42.4 Million
Q1 2023 Apr 24, 2023	SELL	$47.4 - $48.69 $1.66 Million - $1.7 Million	-34,979 Reduced 2.58%	1,319,588 $63.7 Million
Q4 2022 Jan 17, 2023	SELL	$46.51 - $48.03 $17.2 Million - $17.8 Million	-370,640 Reduced 21.48%	1,354,567 $0
Q3 2022 Oct 26, 2022	BUY	$46.65 - $48.89 $80.5 Million - $84.3 Million	1,725,207 New	1,725,207 $80.5 Million

Others Institutions Holding DFNM

# of Institutions

236

Shares Held

24.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History