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

Sequoia Financial Advisors, LLC holds 5.3M shares of DFEM (DIMENSIONAL ETF TRUST), worth $184.7M as of 2026-Q1. The position was increased (+7.6% shares). DFEM represents 1.0% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$184.7M

Current Shares

5.3M

Total Value Change

+$155.7M

Total Shares Change

+4.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
5.3M
+7.6%
$184.7M1.0%$35.46
52
2025-Q4
Increased
5M
+1.6%
$164.3M0.9%$33.16
43
2025-Q3
Increased
4.9M
+5.5%
$156.8M1.0%$31.79
45
2025-Q2
Increased
4.6M
+10.1%
$137.5M0.9%$29.16
47
2025-Q1
Increased
4.2M
+185.7%
$111.3M0.9%$25.99
68
2024-Q4
Increased
1.5M
+24.1%
$38.6M0.4%$25.54
42
2024-Q3
Increased
1.2M
+9.3%
$33.4M0.4%$27.55
38
2024-Q2
Increased
1.1M
+12.3%
$29M0.3%$25.65
39

Other major holders of DFEM: Focus Partners Wealth, Corient Private Wealth LLC

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