Jfs Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Jfs Wealth Advisors, LLC
- $1.47 Billion
- Q1 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 1,034,561 shares of DFAI stock, worth $33.5 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
1,034,561
Previous 1,032,249
0.22%
Holding current value
$33.5 Million
Previous $30.1 Million
7.19%
% of portfolio
2.2%
Previous 2.07%
Shares
14 transactions
Others Institutions Holding DFAI
# of Institutions
625Shares Held
234MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.05 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.65MShares$216 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$181 Million17.39% of portfolio