Jfs Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Jfs Wealth Advisors, LLC
- $1.56 Billion
- Q2 2025
A detailed history of Jfs Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 25,149 shares of DFAS stock, worth $1.72 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
25,149
Previous 28,965
13.17%
Holding current value
$1.72 Million
Previous $1.73 Million
7.4%
% of portfolio
0.1%
Previous 0.12%
Shares
17 transactions
Others Institutions Holding DFAS
# of Institutions
847Shares Held
134MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.38 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$537 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$426 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$399 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$191 Million3.23% of portfolio