Sequoia Financial Advisors, LLC DFAU Holdings History
Sequoia Financial Advisors, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, Sequoia Financial Advisors, LLC held 5.63 Mil shares of Dimensional US Core Equity Market ETF(DFAU), totaling $216.33 Mil. This investment constitutes 1.67% of their stock portfolio, and Sequoia Financial Advisors, LLC now holds 2.97% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2021Q4. And since then Sequoia Financial Advisors, LLC has made 14 purchases of DFAU, at an average price of $33.17, for a total of 5.63 Mil shares. Based on historical transaction data and DFAU's current price of $43.11, Sequoia Financial Advisors, LLC's estimated gain on his DFAU holdings is $55.96 Mil, reflecting a 29.98% gain to date.
Sequoia Financial Advisors, LLC DFAU ($43.11) Holding Chart
Sequoia Financial Advisors, LLC DFAU ($43.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
