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DFAIDFAI
Showing 8 of 19 quarters

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

Yes. Sequoia Financial Advisors holds 2,827,567 shares of DFAI, worth $116.6M, as of its Q2 2026 13F filing. It increased the position by 112,388 shares (+4.1%) from Q1 2026. Sequoia Financial Advisors has held DFAI since Q4 2021, across 19 quarterly 13F filings. DFAI is 0.6% of Sequoia Financial Advisors' reported 13F portfolio.

Current Value

$116.6M

Current Shares

2.8M

Total Value Change

+$68.7M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.8M
+4.1%
$116.6M0.6%$41.07
44
2026-Q1
Increased
2.7M
+2.3%
$105.8M0.6%$38.36
43
2025-Q4
Increased
2.7M
+5.0%
$101.2M0.6%$37.42
44
2025-Q3
Increased
2.5M
+8.3%
$91.9M0.6%$35.45
46
2025-Q2
Increased
2.3M
+26.8%
$80.7M0.6%$33.59
52
2025-Q1
Increased
1.8M
+14.8%
$57.5M0.4%$29.95
40
2024-Q4
Increased
1.6M
+6.4%
$46.9M0.5%$27.92
37
2024-Q3
Increased
1.5M
+8.7%
$47.9M0.5%$30.15
45

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

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