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

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024

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 3,055,187 shares of DFAC stock, worth $104 Million. This represents 7.05% of its overall portfolio holdings.

Number of Shares
3,055,187
Previous 3,002,982 1.74%
Holding current value
$104 Million
Previous $96.8 Million 8.21%
% of portfolio
7.05%
Previous 7.65%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
900
Shares Held
721M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email