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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

Yes. Sequoia Financial Advisors holds 896,162 shares of DFNM, worth $43.3M, as of its Q2 2026 13F filing. It increased the position by 16,137 shares (+1.8%) from Q1 2026. Sequoia Financial Advisors has held DFNM since Q3 2022, across 16 quarterly 13F filings. DFNM is 0.2% of Sequoia Financial Advisors' reported 13F 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%$47.85
35
2026-Q1
Increased
880,025
+3.5%
$42.2M0.2%$47.11
36
2025-Q4
Increased
849,872
+3.9%
$40.9M0.2%$47.07
36
2025-Q3
Increased
817,821
+4.6%
$39.2M0.2%$46.46
36
2025-Q2
Increased
781,593
+5.0%
$37.1M0.3%$45.59
36
2025-Q1
Increased
744,689
+21.4%
$35.4M0.3%$45.39
41
2024-Q4
Increased
613,517
+10.0%
$29.3M0.3%$45.32
38
2024-Q3
Decreased
557,728
-5.9%
$27.1M0.3%$45.62
0

Other major holders of DFNM: DIMENSIONAL FUND ADVISORS LP, Focus Partners Wealth

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