Sequoia Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

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 131,593 shares of DFSV stock, worth $4.13 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
131,593
Holding current value
$4.13 Million
% of portfolio
0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$29.2 - $32.74 $3.84 Million - $4.31 Million
131,593 New
131,593 $4.19 Million
Q1 2025

Apr 23, 2025
SELL
$27.56 - $32.1 $8,819 - $10,272
-320 Reduced 1.1%
28,851 $812,000
Q4 2024

Aug 08, 2025
BUY
$30.18 - $33.87 $9,657 - $10,838
320 Added 1.11%
29,171 $897,000
Q4 2024

Feb 07, 2025
SELL
$30.18 - $33.87 $179,842 - $201,831
-5,959 Reduced 16.96%
29,171 $897,000
Q3 2024

Oct 21, 2024
BUY
$28.25 - $31.7 $992,422 - $1.11 Million
35,130 New
35,130 $1.08 Million

Others Institutions Holding DFSV

# of Institutions
496
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email