Jfs Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 673,699 shares of DFAE stock, worth $17.9 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

673,699

Previous 682,074 1.23%

Holding current value

$17.9 Million

Previous $18.7 Million 8.61%

% of portfolio

1.17%

Previous 1.26%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$25.36 - $28.15 $212,390 - $235,756	-8,375 Reduced 1.23%	673,699 $17.1 Million
Q3 2024 Oct 25, 2024	BUY	$24.46 - $27.82 $656,457 - $746,633	26,838 Added 4.1%	682,074 $18.7 Million
Q2 2024 Jul 15, 2024	SELL	$24.03 - $26.3 $83,023 - $90,866	-3,455 Reduced 0.52%	655,236 $17 Million
Q1 2024 Apr 30, 2024	SELL	$22.74 - $24.88 $363,908 - $398,154	-16,003 Reduced 2.37%	658,691 $16.3 Million
Q4 2023 Feb 07, 2024	SELL	$21.63 - $24.11 $517,497 - $576,831	-23,925 Reduced 3.42%	674,694 $16.3 Million
Q3 2023 Nov 02, 2023	BUY	$22.43 - $24.83 $295,470 - $327,085	13,173 Added 1.92%	698,619 $15.8 Million
Q2 2023 Aug 07, 2023	BUY	$22.38 - $24.3 $918,117 - $996,883	41,024 Added 6.37%	685,446 $16.1 Million
Q1 2023 Apr 19, 2023	BUY	$21.78 - $24.36 $359,435 - $402,013	16,503 Added 2.63%	644,422 $14.8 Million
Q4 2022 Feb 13, 2023	BUY	$19.67 - $22.73 $10.5 Million - $12.1 Million	533,899 Added 567.86%	627,919 $13.8 Million
Q3 2022 Oct 21, 2022	BUY	$20.09 - $23.68 $317,241 - $373,930	15,791 Added 20.19%	94,020 $1.89 Million
Q2 2022 Aug 02, 2022	BUY	$22.9 - $27.06 $437,252 - $516,683	19,094 Added 32.29%	78,229 $1.81 Million
Q1 2022 May 02, 2022	BUY	$24.29 - $28.31 $1.36 Million - $1.58 Million	55,934 Added 1747.39%	59,135 $1.55 Million
Q4 2021 Feb 03, 2022	BUY	$26.45 - $28.31 $84,666 - $90,620	3,201 New	3,201 $88,000

Others Institutions Holding DFAE

# of Institutions

535

Shares Held

168M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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 Transaction History