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DISVDISV
Showing 8 of 17 quarters

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

Sequoia Financial Advisors, LLC holds 533,748 shares of DISV (DIMENSIONAL ETF TRUST), worth $21.4M as of 2026-Q2. The position was increased (+4.6% shares). DISV represents 0.1% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$21.4M

Current Shares

533,748

Total Value Change

+$16.8M

Total Shares Change

+374,464

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
533,748
+4.6%
$21.4M0.1%$40.13
36
2026-Q1
Increased
510,281
+2.8%
$20.1M0.1%$41.09
35
2025-Q4
Increased
496,410
+5.7%
$18.9M0.1%$38.19
36
2025-Q3
Increased
469,455
+3.6%
$16.8M0.1%$35.40
35
2025-Q2
Increased
453,189
+31.0%
$14.9M0.1%$32.44
43
2025-Q1
Increased
345,927
+106.8%
$10.1M0.1%$28.66
45
2024-Q4
Increased
167,237
+5.0%
$4.4M0.0%$25.76
28
2024-Q3
Increased
159,284
+12.8%
$4.6M0.0%$27.98
30

Other major holders of DISV: Focus Partners Wealth

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