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DFSEDFSE
6 quarters

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

Sequoia Financial Advisors, LLC holds 17,942 shares of DFSE (DIMENSIONAL ETF TRUST), worth $876,986 as of 2026-Q2. The position was increased (+11.5% shares). DFSE represents 0.0% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$876,986

Current Shares

17,942

Total Value Change

+$369,897

Total Shares Change

+2,886

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
17,942
+11.5%
$876,9860.0%$48.88
28
2026-Q1
Increased
16,094
+0.0%
$681,8810.0%$43.60
24
2025-Q4
Increased
16,090
+7.4%
$667,4270.0%$41.59
26
2025-Q3
Decreased
14,976
-0.8%
$615,3520.0%$40.60
0
2025-Q2
Increased
15,102
+0.3%
$574,7860.0%$37.11
24
2025-Q1
New
15,056
-
$507,0890.0%$33.18
33

Other major holders of DFSE: Pathstone Holdings, LLC, Focus Partners Wealth

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