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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 7.6M shares of DFAU (DIMENSIONAL ETF TRUST), worth $393.2M as of 2026-Q2. The position was increased (+3.1% shares). DFAU represents 2.0% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$393.2M

Current Shares

7.6M

Total Value Change

+$201.8M

Total Shares Change

+2.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7.6M
+3.1%
$393.2M2.0%$51.69
51
2026-Q1
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

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

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