Sequoia Financial Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Sequoia Financial Advisors’s Portfolio DFSD Stock Details DFSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-137,669	Closed	-$6.47M	–	1197
2023 Q4	$6.47M	Buy	137,669 +11,338	+9%	+$528K	0.08%	189
2023 Q3	$5.86M	Buy	126,331 +6,392	+5%	+$297K	0.1%	139
2023 Q2	$5.56M	Buy	119,939 +1,542	+1%	+$71.8K	0.1%	149
2023 Q1	$5.52M	Buy	+118,397	New	+$5.5M	0.12%	139

Other funds holding DFSD

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sequoia Financial Advisors's DFSD Position: Q1 2024 in Review

Sequoia Financial Advisors sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2024, closing a stake of 137,669 shares — an estimated $6.47M sold.

Sequoia Financial Advisors first reported a position in DFSD in Q1 2023 and held it in 4 quarters. The position peaked at $6.47M in Q4 2023. 218 funds tracked by Wall St. Rank hold DFSD as of Q1 2024.

Sequoia Financial Advisors reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
Sequoia Financial Advisors sold 137,669 Dimensional Short-Duration Fixed Income ETF shares in Q1 2024, an estimated $6.47M.
Sequoia Financial Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and held it in 4 quarters.
Sequoia Financial Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $6.47M in Q4 2023.
218 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2024.

Based on Sequoia Financial Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.