Jfs Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 3,389,273 shares of DFAC stock, worth $130 Million. This represents 7.78% of its overall portfolio holdings.

Number of Shares

3,389,273

Previous 3,290,013 3.02%

Holding current value

$130 Million

Previous $109 Million 11.92%

% of portfolio

7.78%

Previous 7.39%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$29.12 - $35.84 $2.89 Million - $3.56 Million	99,260 Added 3.02%	3,389,273 $121 Million
Q1 2025 Apr 22, 2025	BUY	$32.42 - $36.13 $3.95 Million - $4.4 Million	121,742 Added 3.84%	3,290,013 $109 Million
Q4 2024 Jan 30, 2025	BUY	$33.92 - $36.6 $3.84 Million - $4.14 Million	113,084 Added 3.7%	3,168,271 $110 Million
Q3 2024 Oct 25, 2024	BUY	$31.05 - $34.29 $1.62 Million - $1.79 Million	52,205 Added 1.74%	3,055,187 $105 Million
Q2 2024 Jul 15, 2024	BUY	$30.09 - $32.37 $2.34 Million - $2.52 Million	77,902 Added 2.66%	3,002,982 $96.8 Million
Q1 2024 Apr 30, 2024	BUY	$28.62 - $31.95 $692,060 - $772,582	24,181 Added 0.83%	2,925,080 $93.5 Million
Q4 2023 Feb 07, 2024	BUY	$24.91 - $29.38 $4.47 Million - $5.28 Million	179,546 Added 6.6%	2,900,899 $84.8 Million
Q3 2023 Nov 02, 2023	SELL	$26.05 - $28.22 $1.04 Million - $1.13 Million	-39,876 Reduced 1.44%	2,721,353 $71.3 Million
Q2 2023 Aug 07, 2023	BUY	$24.86 - $27.15 $2.7 Million - $2.95 Million	108,582 Added 4.09%	2,761,229 $75 Million
Q1 2023 Apr 19, 2023	BUY	$24.18 - $26.58 $622,369 - $684,142	25,739 Added 0.98%	2,652,647 $67.6 Million
Q4 2022 Feb 13, 2023	SELL	$22.49 - $25.81 $810,494 - $930,140	-36,038 Reduced 1.35%	2,626,908 $63.8 Million
Q3 2022 Oct 21, 2022	SELL	$22.24 - $26.54 $234,631 - $279,997	-10,550 Reduced 0.39%	2,662,946 $59.2 Million
Q2 2022 Aug 02, 2022	SELL	$22.75 - $27.77 $1.18 Million - $1.45 Million	-52,072 Reduced 1.91%	2,673,496 $62.3 Million
Q1 2022 May 02, 2022	BUY	$25.76 - $29.21 $8.62 Million - $9.77 Million	334,563 Added 13.99%	2,725,568 $75.2 Million
Q4 2021 Feb 03, 2022	BUY	$26.63 - $29.09 $814,265 - $889,484	30,577 Added 1.3%	2,391,005 $69.3 Million
Q3 2021 Nov 09, 2021	BUY	$26.06 - $27.9 $2.84 Million - $3.05 Million	109,147 Added 4.85%	2,360,428 $62.7 Million
Q2 2021 Aug 04, 2021	BUY	$25.92 - $26.98 $58.4 Million - $60.7 Million	2,251,281 New	2,251,281 $60.7 Million

Others Institutions Holding DFAC

# of Institutions

1,140

Shares Held

836M

Call Options Held

36.6K

Put Options Held

7.1K

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

Jfs Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History