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

Sequoia Financial Advisors, LLC holds 1.4M shares of DFAT (DIMENSIONAL ETF TRUST), worth $97.3M as of 2026-Q2. The position was increased (+1.3% shares). DFAT represents 0.5% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$97.3M

Current Shares

1.4M

Total Value Change

+$53.7M

Total Shares Change

+607,735

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+1.3%
$97.3M0.5%$69.65
36
2026-Q1
Increased
1.4M
+2.5%
$85.8M0.5%$62.02
36
2025-Q4
Increased
1.3M
+3.4%
$79.8M0.4%$58.93
37
2025-Q3
Increased
1.3M
+2.7%
$75.4M0.5%$57.38
36
2025-Q2
Increased
1.3M
+24.3%
$68.1M0.5%$52.94
43
2025-Q1
Increased
1M
+27.1%
$52.2M0.4%$50.29
44
2024-Q4
Increased
798,090
+1.8%
$44.4M0.4%$54.19
35
2024-Q3
Increased
783,693
+3.9%
$43.6M0.5%$53.97
36

Other major holders of DFAT: Cerity Partners LLC, Creative Planning, Focus Partners Wealth

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