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Dimensional Etf Trust shares owned by Sequoia Financial Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) 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 $25M 748k 32.89
2025-09-30 $4.2M 132k 31.84
2025-06-30 $849k 29k 29.43
2025-03-31 $812k 29k 28.15
2024-12-31 $898k 29k 30.78
2024-09-30 $1.1M 35k 30.80

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View all positions for Sequoia Financial Advisors

Top funds holding Dimensional Etf Trust

Savant Capital Management
Mather Group
CI Private Wealth
JMG Financial Group
Colony
HPM Partners
Comprehensive Portfolio Management
Pathstone Holdings
Modera Wealth Management
Index Fund Advisors
Cetera Investment Advisers
Coldstream Capital Management
LPL Financial
Creative Planning
Arista Wealth Management

View all funds holding Dimensional Etf Trust