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Dimensional Etf Trust shares owned by Sequoia Financial Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSU) 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 $6.9M 162k 42.47
2025-06-30 $3.1M 80k 39.25
2025-03-31 $2.4M 67k 35.81

More positions owned by Sequoia Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Ccm Global Equit (CCMG)
Ishares Tr Core Msci Total (IXUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
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

Retirement Solution
Awm Capital
Quantum Financial Advisors
Maseco
Colony
Abacus Wealth Partners
Citrine Capital
LongView Asset Management
Pathstone Holdings
Wealth Enhancement Advisory Services
Buckingham Strategic Partners
Forum Financial Management
Gibson Capital
Five Oceans Advisors
Heritage Financial Services

View all funds holding Dimensional Etf Trust