Sequoia Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Sequoia Financial Advisors, LLC
- $8.93 Billion
- Q3 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 349,352 shares of DIHP stock, worth $8.8 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
349,352
Previous 335,302
4.19%
Holding current value
$8.8 Million
Previous $8.83 Million
9.65%
% of portfolio
0.11%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding DIHP
# of Institutions
207Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$565 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$558 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$214 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$152 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$151 Million3.18% of portfolio