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 1,032,249 shares of DFAI stock, worth $31.4 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
1,032,249
Previous 1,006,310
2.58%
Holding current value
$31.4 Million
Previous $32 Million
5.75%
% of portfolio
2.07%
Previous 2.15%
Shares
13 transactions
Others Institutions Holding DFAI
# of Institutions
549Shares Held
186MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.65MShares$202 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$184 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$165 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$131 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$128 Million0.19% of portfolio