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 29,171 shares of DFSV stock, worth $915,094. This represents 0.01% of its overall portfolio holdings.
Number of Shares
29,171
Previous 35,130
16.96%
Holding current value
$915,094
Previous $1.08 Million
17.1%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
408Shares Held
108MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$253 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$239 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$171 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$131 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$125 Million0.19% of portfolio