Position history for Sequoia Financial Advisors, LLC's holdings in DIMENSIONAL ETF TRUST
Sequoia Financial Advisors, LLC holds 1.4M shares of DFAT (DIMENSIONAL ETF TRUST), worth $85.8M as of 2026-Q1. The position was increased (+2.5% shares). DFAT represents 0.5% of Sequoia Financial Advisors, LLC's portfolio.
Current Value
$85.8M
Current Shares
1.4M
Total Value Change
+$46.6M
Total Shares Change
+618,686
Other major holders of DFAT: Kestra Advisory Services, LLC, Cerity Partners LLC, Creative Planning, Focus Partners Wealth
Increased |
| 1.4M |
+2.5% |
| $85.8M |
| 0.5% |
| $64.60 |
36 |
| 2025-Q4 | Increased | 1.3M | +3.4% | $79.8M | 0.4% | $60.15 | 37 |
| 2025-Q3 | Increased | 1.3M | +2.7% | $75.4M | 0.5% | $57.96 | 36 |
| 2025-Q2 | Increased | 1.3M | +24.3% | $68.1M | 0.5% | $53.50 | 43 |
| 2025-Q1 | Increased | 1M | +27.1% | $52.2M | 0.4% | $50.77 | 44 |
| 2024-Q4 | Increased | 798,090 | +1.8% | $44.4M | 0.4% | $54.59 | 35 |
| 2024-Q3 | Increased | 783,693 | +3.9% | $43.6M | 0.5% | $54.38 | 36 |
| 2024-Q2 | Increased | 754,606 | +5.0% | $39.1M | 0.5% | $50.66 | 37 |