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Dimensional Etf Trust shares owned by Sequoia Financial Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) 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
2025-12-31 $667k 16k 41.48
2025-09-30 $615k 15k 41.09
2025-06-30 $575k 15k 38.06
2025-03-31 $507k 15k 33.68

More positions owned by Sequoia Financial Advisors

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Ishares Tr Core Msci Total (IXUS)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Microsoft Corporation (MSFT)
Etf Ser Solutions Distillate Us (DSTL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Income Etf (JPIE)
Amazon (AMZN)
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Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Sequoia Financial Advisors

Top funds holding Dimensional Etf Trust

Awm Capital
Maseco
Quantum Financial Advisors
Colony
Pathstone Holdings
Five Oceans Advisors
Forum Financial Management
Abacus Wealth Partners
Citrine Capital
LongView Asset Management
Retirement Solution
Willow Creek Wealth Management
Wealth Architects
Greenspring Advisors
Savant Capital Management

View all funds holding Dimensional Etf Trust