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DFNMDFNM
Showing 8 of 16 quarters

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

Sequoia Financial Advisors, LLC holds 896,162 shares of DFNM (DIMENSIONAL ETF TRUST), worth $43.3M as of 2026-Q2. The position was increased (+1.8% shares). DFNM represents 0.2% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$43.3M

Current Shares

896,162

Total Value Change

+$16.2M

Total Shares Change

+338,434

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
896,162
+1.8%
$43.3M0.2%$48.22
35
2026-Q1
Increased
880,025
+3.5%
$42.2M0.2%$47.47
36
2025-Q4
Increased
849,872
+3.9%
$40.9M0.2%$47.44
36
2025-Q3
Increased
817,821
+4.6%
$39.2M0.2%$46.82
36
2025-Q2
Increased
781,593
+5.0%
$37.1M0.3%$45.94
36
2025-Q1
Increased
744,689
+21.4%
$35.4M0.3%$45.74
41
2024-Q4
Increased
613,517
+10.0%
$29.3M0.3%$45.67
38
2024-Q3
Decreased
557,728
-5.9%
$27.1M0.3%$45.98
0

Other major holders of DFNM: Focus Partners Wealth

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