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Dimensional Etf Trust shares owned by Sequoia Financial Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) 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 718k 54.43
2023-12-31 $37M 704k 52.33
2023-09-30 $31M 677k 45.69
2023-06-30 $31M 671k 46.39
2023-03-31 $30M 681k 44.50
2022-12-31 $23M 518k 43.95
2022-09-30 $16M 411k 38.97
2022-06-30 $16M 396k 40.22
2022-03-31 $17M 372k 46.58
2021-12-31 $17M 358k 47.52

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View all positions for Sequoia Financial Advisors

Top funds holding Dimensional Etf Trust

Creative Planning
Buckingham Asset Management
Forum Financial Management
Savant Capital Management
Mercer Global Advisors
CI Private Wealth
Buckingham Strategic Partners
Jackson Thornton Asset Management
Wealth Enhancement Advisory Services
Pure Financial Advisors
Asset Dedication
Trust Co of the South
Plan
Truepoint
Resource Consulting Group

View all funds holding Dimensional Etf Trust