Sequoia Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.3M | Sell |
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|
2025
Q1 | $88.1M | Sell |
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|
2024
Q4 | $93.9M | Sell |
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|
2024
Q3 | $96M | Sell |
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|
2024
Q2 | $93.7M | Sell |
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|
2024
Q1 | $92.2M | Sell |
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|
2023
Q4 | $84.3M | Sell |
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|
2023
Q3 | $76.5M | Sell |
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|
2023
Q2 | $79.9M | Buy |
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|
2023
Q1 | $72.9M | Sell |
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|
2022
Q4 | $69M | Buy |
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|
2022
Q3 | $62.8M | Sell |
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|
2022
Q2 | $69.8M | Sell |
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|
2022
Q1 | $84.6M | Buy |
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|
2021
Q4 | $88.9M | Buy |
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