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DFSUDFSU
6 quarters

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

Sequoia Financial Advisors, LLC holds 150,199 shares of DFSU (DIMENSIONAL ETF TRUST), worth $7M as of 2026-Q2. The position was decreased (-0.8% shares). DFSU represents 0.0% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$7M

Current Shares

150,199

Total Value Change

+$4.6M

Total Shares Change

+83,726

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
150,199
-0.8%
$7M0.0%$46.63
0
2026-Q1
Increased
151,398
+0.0%
$6.2M0.0%$43.23
27
2025-Q4
Decreased
151,333
-6.6%
$6.6M0.0%$43.72
0
2025-Q3
Increased
162,052
+103.9%
$6.9M0.0%$42.25
44
2025-Q2
Increased
79,479
+19.6%
$3.1M0.0%$38.97
31
2025-Q1
New
66,473
-
$2.4M0.0%$35.44
36

Other major holders of DFSU: AE Wealth Management LLC, Focus Partners Wealth

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