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 364,769 shares of DIHP stock, worth $9.82 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
364,769
Previous 349,352
4.41%
Holding current value
$9.82 Million
Previous $9.68 Million
4.87%
% of portfolio
0.08%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
238Shares Held
125MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$644 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$596 Million1.34% of portfolio
-
Savant Capital, LLC15.5MShares$417 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$171 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.12MShares$165 Million3.11% of portfolio