Jfs Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Jfs Wealth Advisors, LLC
- $1.56 Billion
- Q2 2025
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 670,251 shares of DFAE stock, worth $21.4 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
670,251
Previous 675,808
0.82%
Holding current value
$21.4 Million
Previous $17.5 Million
10.9%
% of portfolio
1.24%
Previous 1.19%
Shares
15 transactions
Others Institutions Holding DFAE
# of Institutions
606Shares Held
175MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$404 Million1.34% of portfolio
-
Mather Group, Llc. Chicago, IL12.1MShares$387 Million3.78% of portfolio
-
Ubs Group Ag6.13MShares$195 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC5.07MShares$162 Million0.01% of portfolio
-
Foster Group, Inc.4.02MShares$128 Million4.18% of portfolio