Sequoia Financial Advisors, LLC Dimensional ETF Tr Transaction History

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 7,007,237 shares of DFAU stock, worth $322 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares

7,007,237

Holding current value

$322 Million

% of portfolio

2.19%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$42.42 - $45.96 $297 Million - $322 Million	7,007,237 New	7,007,237 $321 Million
Q2 2025 Jul 25, 2025	BUY	$34.04 - $42.36 $35.2 Million - $43.8 Million	1,034,590 Added 18.38%	6,662,285 $282 Million
Q1 2025 Apr 23, 2025	BUY	$37.84 - $42.29 $25.9 Million - $28.9 Million	683,205 Added 13.82%	5,627,695 $216 Million
Q4 2024 Aug 08, 2025	SELL	$39.27 - $42.38 $67.5 Million - $72.8 Million	-1,717,795 Reduced 25.78%	4,944,490 $200 Million
Q4 2024 Feb 07, 2025	BUY	$39.27 - $42.38 $4.8 Million - $5.18 Million	122,344 Added 2.54%	4,944,490 $200 Million

Q3 2024 Oct 21, 2024	BUY	$35.8 - $39.69 $15.8 Million - $17.5 Million	441,160 Added 10.07%	4,822,146 $191 Million
Q2 2024 Jul 15, 2024	BUY	$34.53 - $37.67 $24.6 Million - $26.8 Million	712,064 Added 19.41%	4,380,986 $164 Million
Q1 2024 Apr 30, 2024	BUY	$32.59 - $36.54 $4.13 Million - $4.63 Million	126,629 Added 3.57%	3,668,922 $134 Million
Q4 2023 Jan 25, 2024	BUY	$28.58 - $33.37 $9.67 Million - $11.3 Million	338,346 Added 10.56%	3,542,293 $118 Million
Q3 2023 Nov 08, 2023	BUY	$29.79 - $32.13 $1.32 Million - $1.42 Million	44,284 Added 1.4%	3,203,947 $96 Million
Q2 2023 Aug 08, 2023	BUY	$28.25 - $30.99 $1.9 Million - $2.09 Million	67,372 Added 2.18%	3,159,663 $97.9 Million
Q1 2023 Apr 24, 2023	BUY	$26.87 - $29.65 $8.89 Million - $9.81 Million	330,830 Added 11.98%	3,092,291 $89 Million
Q4 2022 Feb 10, 2023	SELL	$25.24 - $28.83 $6,335 - $7,236	-251 Reduced 0.01%	2,761,461 $74.6 Million
Q4 2022 Jan 17, 2023	BUY	$25.24 - $28.83 $7.46 Million - $8.52 Million	295,521 Added 11.98%	2,761,712 $0
Q3 2022 Oct 26, 2022	BUY	$25.15 - $30.14 $3.21 Million - $3.85 Million	127,590 Added 5.46%	2,466,191 $62 Million
Q2 2022 Jul 22, 2022	BUY	$25.69 - $31.79 $19.7 Million - $24.4 Million	766,566 Added 48.76%	2,338,601 $61.8 Million
Q1 2022 May 13, 2022	BUY	$29.18 - $33.24 $6.08 Million - $6.93 Million	208,431 Added 15.29%	1,572,035 $49.6 Million
Q4 2021 Feb 11, 2022	BUY	$30.17 - $33.15 $41.1 Million - $45.2 Million	1,363,604 New	1,363,604 $45 Million

Others Institutions Holding DFAU

# of Institutions

546

Shares Held

149M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
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Sequoia Financial Advisors, LLC Dimensional ETF Tr Transaction History