Back to Sequoia Financial Advisors, LLC Sequoia Financial Advisors, LLC

DFSBDFSB
6 quarters

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

Sequoia Financial Advisors, LLC holds 36,340 shares of DFSB (DIMENSIONAL ETF TRUST), worth $1.9M as of 2026-Q2. The position was increased (+38.6% shares). DFSB represents 0.0% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$1.9M

Current Shares

36,340

Total Value Change

+$1.2M

Total Shares Change

+22,631

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
36,340
+38.6%
$1.9M0.0%$51.41
34
2026-Q1
Increased
26,211
+69.6%
$1.4M0.0%$50.52
38
2025-Q4
Increased
15,456
+0.5%
$800,6450.0%$50.57
25
2025-Q3
Increased
15,385
+10.5%
$819,5590.0%$50.35
27
2025-Q2
Increased
13,922
+1.6%
$729,9300.0%$49.56
25
2025-Q1
New
13,709
-
$706,0140.0%$48.68
34

Other major holders of DFSB: DIMENSIONAL FUND ADVISORS LP, MERCER GLOBAL ADVISORS INC /ADV

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used