SFA
Sequoia Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.3M | Sell |
1,436,823
-19,197
| -1% | -$1.29M | 0.66% | 30 |
|
|
2025
Q1 | $88.1M | Sell |
1,456,020
-17,305
| -1% | -$1.05M | 0.68% | 29 |
|
|
2024
Q4 | $93.9M | Sell |
1,473,325
-69,617
| -5% | -$4.44M | 0.9% | 18 |
|
|
2024
Q3 | $96M | Sell |
1,542,942
-49,978
| -3% | -$3.11M | 1.03% | 15 |
|
|
2024
Q2 | $93.7M | Sell |
1,592,920
-25,815
| -2% | -$1.52M | 1.13% | 14 |
|
|
2024
Q1 | $92.2M | Sell |
1,618,735
-8,075
| -0.5% | -$460K | 1.15% | 17 |
|
|
2023
Q4 | $84.3M | Sell |
1,626,810
-15,757
| -1% | -$817K | 1.05% | 18 |
|
|
2023
Q3 | $76.5M | Sell |
1,642,567
-16,043
| -1% | -$747K | 1.34% | 18 |
|
|
2023
Q2 | $79.9M | Buy |
1,658,610
+17,327
| +1% | +$834K | 1.37% | 17 |
|
|
2023
Q1 | $72.9M | Sell |
1,641,283
-16,769
| -1% | -$745K | 1.62% | 11 |
|
|
2022
Q4 | $69M | Buy |
1,658,052
+39,584
| +2% | +$1.65M | 1.7% | 10 |
|
|
2022
Q3 | $62.8M | Sell |
1,618,468
-94,581
| -6% | -$3.67M | 1.98% | 10 |
|
|
2022
Q2 | $69.8M | Sell |
1,713,049
-12,081
| -0.7% | -$492K | 1.97% | 8 |
|
|
2022
Q1 | $84.6M | Buy |
1,725,130
+5,700
| +0.3% | +$279K | 2.11% | 8 |
|
|
2021
Q4 | $88.9M | Buy |
+1,719,430
| New | +$88.9M | 2.42% | 7 |
|