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DFAU
Showing 8 of 18 quarters

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

Sequoia Financial Advisors, LLC holds 7.4M shares of DFAU (DIMENSIONAL ETF TRUST), worth $333M as of 2026-Q1. The position was increased (+3.6% shares). DFAU represents 1.9% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$333M

Current Shares

7.4M

Total Value Change

+$168.7M

Total Shares Change

+3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
7.4M
+3.6%
$333M1.9%$47.15
51
2025-Q4
Increased
7.1M
+1.7%
$333.5M1.9%$47.16
50
2025-Q3
Increased
7M
+5.2%
$320.7M1.9%$45.50
51
2025-Q2
Increased
6.7M
+18.4%
$282.2M1.9%$41.95
57
2025-Q1
Increased
5.6M
+13.8%
$216.3M1.7%$37.94
55
2024-Q4
Increased
4.9M
+2.5%
$200.2M1.9%$40.23
49
2024-Q3
Increased
4.8M
+10.1%
$191.4M2.1%$38.99
58
2024-Q2
Increased
4.4M
+19.4%
$164.2M2.0%$36.87
57

Other major holders of DFAU: OneDigital Investment Advisors LLC, Allworth Financial LP

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