Position history for Sequoia Financial Advisors, LLC's holdings in DIMENSIONAL ETF TRUST
Sequoia Financial Advisors, LLC holds 5M shares of DFEM (DIMENSIONAL ETF TRUST), worth $164.3M as of 2025-Q4. The position was increased (++1.6% shares). DFEM represents 0.9% of Sequoia Financial Advisors, LLC's portfolio.
Current Value
$164.3M
Current Shares
5M
Total Value Change
+$135.3M
Total Shares Change
+3.9M
Other major holders of DFEM: Kestra Advisory Services, LLC, Focus Partners Wealth, Corient Private Wealth LLC
Increased |
| 5M |
+1.6% |
| $164.3M |
| 0.9% |
| $33.16 |
43 |
| 2025-Q3 | Increased | 4.9M | +5.5% | $156.8M | 1.0% | $31.79 | 45 |
| 2025-Q2 | Increased | 4.6M | +10.1% | $137.5M | 0.9% | $29.16 | 47 |
| 2025-Q1 | Increased | 4.2M | +185.7% | $111.3M | 0.9% | $25.99 | 68 |
| 2024-Q4 | Increased | 1.5M | +24.1% | $38.6M | 0.4% | $25.54 | 42 |
| 2024-Q3 | Increased | 1.2M | +9.3% | $33.4M | 0.4% | $27.55 | 38 |
| 2024-Q2 | Increased | 1.1M | +12.3% | $29M | 0.3% | $25.65 | 39 |