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

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 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 3,290,013 shares of DFAC stock, worth $113 Million. This represents 7.39% of its overall portfolio holdings.

Number of Shares

3,290,013

Previous 3,168,271 3.84%

Holding current value

$113 Million

Previous $110 Million 0.99%

% of portfolio

7.39%

Previous 7.52%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,092

Shares Held

814M

Call Options Held

46.6K

Put Options Held

600

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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