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 $32.1 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

$32.1 Million

Previous $32 Million 5.75%

% of portfolio

2.07%

Previous 2.15%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$29.0 - $31.6 $752,231 - $819,672	25,939 Added 2.58%	1,032,249 $30.1 Million
Q3 2024 Oct 25, 2024	BUY	$28.69 - $32.06 $1.21 Million - $1.35 Million	42,148 Added 4.37%	1,006,310 $32 Million
Q2 2024 Jul 15, 2024	SELL	$28.93 - $30.91 $145,460 - $155,415	-5,028 Reduced 0.52%	964,162 $28.6 Million
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	$21.47 - $25.85 $8.59 Million - $10.3 Million	400,011 Added 342.03%	516,964 $12.9 Million
Q3 2022 Oct 21, 2022	BUY	$21.44 - $25.78 $1.15 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

602

Shares Held

229M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

Jfs Wealth Advisors, LLC Dimensional ETF Tr Transaction History