Sequoia Financial Advisors, LLC Dimensional ETF Tr Put Options Transaction History

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFAU

# of Institutions

489

Shares Held

203M

Call Options Held

0

Put Options Held

400

Essential Planning, Llc. Portsmouth, NH

77.8M
Shares

$2.86 Billion
21.06% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$152 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$134 Million
1.81% of portfolio
Aquire Wealth Advisors, LLC

3.62M
Shares

$133 Million
45.35% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

3.14M
Shares

$115 Million
1.53% of portfolio

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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