SFA
Sequoia Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282M | Buy |
6,662,285
+1,034,590
| +18% | +$43.8M | 1.93% | 9 |
|
|
2025
Q1 | $216M | Buy |
5,627,695
+683,205
| +14% | +$26.3M | 1.67% | 10 |
|
|
2024
Q4 | $200M | Buy |
4,944,490
+122,344
| +3% | +$4.95M | 1.93% | 8 |
|
|
2024
Q3 | $191M | Buy |
4,822,146
+441,160
| +10% | +$17.5M | 2.05% | 8 |
|
|
2024
Q2 | $164M | Buy |
4,380,986
+712,064
| +19% | +$26.7M | 1.98% | 8 |
|
|
2024
Q1 | $134M | Buy |
3,668,922
+126,629
| +4% | +$4.63M | 1.67% | 9 |
|
|
2023
Q4 | $118M | Buy |
3,542,293
+338,346
| +11% | +$11.3M | 1.46% | 10 |
|
|
2023
Q3 | $96M | Buy |
3,203,947
+44,284
| +1% | +$1.33M | 1.68% | 13 |
|
|
2023
Q2 | $97.9M | Buy |
3,159,663
+67,372
| +2% | +$2.09M | 1.68% | 13 |
|
|
2023
Q1 | $89M | Buy |
3,092,291
+330,830
| +12% | +$9.52M | 1.98% | 8 |
|
|
2022
Q4 | $74.6M | Buy |
2,761,461
+295,270
| +12% | +$7.98M | 1.83% | 9 |
|
|
2022
Q3 | $62M | Buy |
2,466,191
+127,590
| +5% | +$3.21M | 1.95% | 11 |
|
|
2022
Q2 | $61.8M | Buy |
2,338,601
+766,566
| +49% | +$20.3M | 1.75% | 10 |
|
|
2022
Q1 | $49.6M | Buy |
1,572,035
+208,431
| +15% | +$6.57M | 1.24% | 18 |
|
|
2021
Q4 | $45M | Buy |
+1,363,604
| New | +$45M | 1.23% | 17 |
|