Jfg Wealth Management, LLC Dimensional ETF Tr Transaction History

Jfg Wealth Management, LLC

  • $439 Million
  • Q1 2025

A detailed history of Jfg Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 17,854 shares of DFAI stock, worth $615,605. This represents 0.13% of its overall portfolio holdings.

Number of Shares
17,854
Previous 25,547 30.11%
Holding current value
$615,605
Previous $745,000 25.23%
% of portfolio
0.13%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$28.88 - $32.4 $222,173 - $249,253
-7,693 Reduced 30.11%
17,854 $557,000
Q3 2024

Oct 30, 2024
BUY
$28.69 - $32.06 $732,943 - $819,036
25,547 New
25,547 $811,000

Others Institutions Holding DFAI

# of Institutions
646
Shares Held
235M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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