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Dimensional Etf Trust shares owned by Sequoia Financial Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Sequoia Financial Advisors from 13F filings

Historical chart of Sequoia Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $39M 1.3M 30.22
2023-12-31 $36M 1.2M 28.64
2023-09-30 $30M 1.2M 26.11
2023-06-30 $30M 1.1M 27.32
2023-03-31 $31M 1.1M 26.95
2022-12-31 $29M 1.2M 25.04
2022-09-30 $21M 964k 21.57
2022-06-30 $21M 865k 24.14
2022-03-31 $15M 534k 28.15
2021-12-31 $13M 441k 29.57

More positions owned by Sequoia Financial Advisors

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Ishares Tr Core Msci Total (IXUS)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr National Mun Etf (MUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Gold Tr Gold Shs (GLD)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)

View all positions for Sequoia Financial Advisors

Top funds holding Dimensional Etf Trust

Sym Financial Corporation
Cable Hill Partners
Bank of America Corporation
CI Private Wealth
Moisand Fitzgerald Tamayo
Royal Bank of Canada
Marquette Asset Management
LVZ Advisors
Wilbanks Smith & Thomas Asset Management
RVW Wealth
Mariner Wealth Advisors
Evoke Wealth
Private Ocean
Root Financial Partners
Zhang Financial

View all funds holding Dimensional Etf Trust