Number of Shares
4.21 Mil
Current Holdings Value*
$111.34 Mil
% of Portfolio
0.86%
Total Estimate Gain
$16.06 Mil
% of Total Estimate Gain
14.70%

Sequoia Financial Advisors, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary

As of 2025-03-31, Sequoia Financial Advisors, LLC held 4.21 Mil shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $111.34 Mil. This investment constitutes 0.86% of their stock portfolio, and Sequoia Financial Advisors, LLC now holds 2.33% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.

The initial trade took place in 2022Q4. And since then Sequoia Financial Advisors, LLC has made 10 purchases of DFEM, at an average price of $25.97, for a total of 4.21 Mil shares. Based on historical transaction data and DFEM's current price of $29.79, Sequoia Financial Advisors, LLC's estimated gain on his DFEM holdings is $16.06 Mil, reflecting a 14.70% gain to date.

Sequoia Financial Advisors, LLC DFEM ($29.79) Holding Chart

Sequoia Financial Advisors, LLC DFEM ($29.79) 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 %

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