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 GLOBAL SUSTAINABILITY FIXED INCOME ETF

Sequoia Financial Advisors, LLC holds 36,340 shares of DFSB (DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF), 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: MERCER GLOBAL ADVISORS INC /ADV, SEI INVESTMENTS CO

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