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DFAI
Showing 8 of 18 quarters

Position history for Sequoia Financial Advisors, LLC's holdings in DIMENSIONAL ETF TRUST

Sequoia Financial Advisors, LLC holds 2.7M shares of DFAI (DIMENSIONAL ETF TRUST), worth $105.8M as of 2026-Q1. The position was increased (+2.3% shares). DFAI represents 0.6% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$105.8M

Current Shares

2.7M

Total Value Change

+$64.6M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.7M
+2.3%
$105.8M0.6%$40.34
43
2025-Q4
Increased
2.7M
+5.0%
$101.2M0.6%$38.30
44
2025-Q3
Increased
2.5M
+8.3%
$91.9M0.6%$35.95
46
2025-Q2
Increased
2.3M
+26.8%
$80.7M0.6%$34.12
52
2025-Q1
Increased
1.8M
+14.8%
$57.5M0.4%$30.77
40
2024-Q4
Increased
1.6M
+6.4%
$46.9M0.5%$28.41
37
2024-Q3
Increased
1.5M
+8.7%
$47.9M0.5%$30.80
45
2024-Q2
Increased
1.4M
+7.3%
$41.1M0.5%$28.55
37

Other major holders of DFAI: ENVESTNET ASSET MANAGEMENT INC, PRUDENTIAL FINANCIAL INC, First Command Advisory Services, Inc.

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