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DFSVDFSV
8 quarters

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

Yes. Sequoia Financial Advisors holds 714,818 shares of DFSV, worth $27.7M, as of its Q2 2026 13F filing. It reduced the position by 17,622 shares (-2.4%) from Q1 2026. Sequoia Financial Advisors has held DFSV since Q3 2024, across 8 quarterly 13F filings. DFSV is 0.1% of Sequoia Financial Advisors' reported 13F portfolio.

Current Value

$27.7M

Current Shares

714,818

Total Value Change

+$26.6M

Total Shares Change

+679,688

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
714,818
-2.4%
$27.7M0.1%$38.64
0
2026-Q1
Decreased
732,440
-2.0%
$25.7M0.1%$34.78
0
2025-Q4
Increased
747,768
+468.2%
$24.6M0.1%$32.54
55
2025-Q3
Increased
131,593
+356.1%
$4.2M0.0%$31.37
43
2025-Q2
Unchanged
28,851
0.0%
$849,0850.0%$28.86
0
2025-Q1
Decreased
28,851
-1.1%
$812,1560.0%$27.48
0
2024-Q4
Decreased
29,171
-17.0%
$897,8840.0%$29.96
0
2024-Q3
New
35,130
-
$1.1M0.0%$29.85
35

Other major holders of DFSV: DIMENSIONAL FUND ADVISORS LP, Savant Capital, LLC

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