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Dimensional Etf Trust shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia Financial Advisors investment in Dimensional Etf Trust

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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
2025-09-30 $19M 616k 31.38
2025-06-30 $19M 630k 29.37
2025-03-31 $17M 637k 26.20
2024-12-31 $16M 633k 24.86
2024-09-30 $16M 607k 27.01
2024-06-30 $20M 784k 25.42

More positions owned by Sequoia Financial Advisors

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Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Etf Ser Solutions Distillate Us (DSTL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Amazon (AMZN)
Vanguard Bd Index Fds Short Trm Bond (BSV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Broadcom (AVGO)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Sequoia Financial Advisors

Top funds holding Dimensional Etf Trust

Colony
Alerus Financial
LPL Financial
Geometric Wealth Advisors
Hanson McClain Advisors
Envestnet Asset Management
Monograph Wealth Advisors
Commonwealth Equity Services
Factory Mutual Insurance Company
Great Waters Wealth Management
Plan
Royal Bank of Canada
JFS Wealth Advisors
Triune Financial Partners
Brian McDonald

View all funds holding Dimensional Etf Trust