Jfs Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Jfs Wealth Advisors, LLC

$1.26 Billion
Q1 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 969,190 shares of DFAI stock, worth $28.8 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares

969,190

Previous 974,869 0.58%

Holding current value

$28.8 Million

Previous $27.9 Million 4.9%

% of portfolio

2.33%

Previous 2.38%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$27.74 - $30.27 $157,535 - $171,903	-5,679 Reduced 0.58%	969,190 $29.3 Million
Q4 2023 Feb 07, 2024	BUY	$24.88 - $28.69 $7.54 Million - $8.69 Million	302,859 Added 45.07%	974,869 $27.9 Million
Q3 2023 Nov 02, 2023	BUY	$26.0 - $28.17 $2.99 Million - $3.24 Million	115,152 Added 20.68%	672,010 $17.5 Million
Q2 2023 Aug 07, 2023	BUY	$26.46 - $28.05 $594,450 - $630,171	22,466 Added 4.2%	556,858 $15.2 Million
Q1 2023 Apr 19, 2023	BUY	$25.21 - $27.45 $439,359 - $478,398	17,428 Added 3.37%	534,392 $14.4 Million

Q4 2022 Feb 13, 2023	BUY	$23.24 - $25.85 $9.3 Million - $10.3 Million	400,011 Added 342.03%	516,964 $12.9 Million
Q3 2022 Oct 21, 2022	BUY	$21.89 - $25.78 $1.17 Million - $1.38 Million	53,655 Added 84.77%	116,953 $2.52 Million
Q2 2022 Aug 02, 2022	BUY	$23.87 - $28.49 $802,939 - $958,346	33,638 Added 113.41%	63,298 $1.53 Million
Q1 2022 May 02, 2022	BUY	$25.94 - $30.08 $604,350 - $700,803	23,298 Added 366.21%	29,660 $835,000
Q4 2021 Feb 03, 2022	BUY	$28.27 - $30.4 $179,853 - $193,404	6,362 New	6,362 $188,000

Others Institutions Holding DFAI

# of Institutions

489

Shares Held

135M

Call Options Held

400

Put Options Held

177K

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Jfs Wealth Advisors, LLC Dimensional ETF Tr Transaction History