Jfs Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 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 682,074 shares of DFAE stock, worth $17.5 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
682,074
Previous 655,236 4.1%
Holding current value
$17.5 Million
Previous $17 Million 10.29%
% of portfolio
1.26%
Previous 1.34%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
472
Shares Held
141M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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