Jfs Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

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 28,682 shares of DFAS stock, worth $1.85 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

28,682

Previous 28,680 0.01%

Holding current value

$1.85 Million

Previous $1.86 Million 0.32%

% of portfolio

0.13%

Previous 0.13%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$63.58 - $71.15 $127 - $142	2 Added 0.01%	28,682 $1.87 Million
Q3 2024 Oct 25, 2024	SELL	$59.25 - $65.33 $38,038 - $41,941	-642 Reduced 2.19%	28,680 $1.86 Million
Q2 2024 Jul 15, 2024	SELL	$57.42 - $62.37 $118,687 - $128,918	-2,067 Reduced 6.59%	29,322 $1.76 Million
Q1 2024 Apr 30, 2024	BUY	$56.66 - $62.34 $56 - $62	1 Added 0.0%	31,389 $1.96 Million
Q4 2023 Feb 07, 2024	BUY	$48.83 - $60.51 $48 - $60	1 Added 0.0%	31,388 $1.87 Million
Q3 2023 Nov 02, 2023	BUY	$51.84 - $57.67 $51 - $57	1 Added 0.0%	31,387 $1.65 Million
Q2 2023 Aug 07, 2023	BUY	$49.85 - $54.8 $99 - $109	2 Added 0.01%	31,386 $1.72 Million
Q1 2023 Apr 19, 2023	SELL	$50.35 - $57.8 $88,313 - $101,381	-1,754 Reduced 5.29%	31,384 $1.65 Million
Q4 2022 Feb 13, 2023	BUY	$47.77 - $54.73 $536,839 - $615,055	11,238 Added 51.32%	33,138 $1.7 Million
Q3 2022 Oct 21, 2022	BUY	$46.47 - $55.84 $604 - $725	13 Added 0.06%	21,900 $1.02 Million
Q2 2022 Aug 02, 2022	BUY	$46.65 - $56.4 $606 - $733	13 Added 0.06%	21,887 $1.05 Million
Q1 2022 May 02, 2022	SELL	$53.45 - $60.82 $561,225 - $638,610	-10,500 Reduced 32.43%	21,874 $1.23 Million
Q4 2021 Feb 03, 2022	BUY	$56.67 - $63.93 $6,630 - $7,479	117 Added 0.36%	32,374 $1.94 Million
Q3 2021 Nov 09, 2021	BUY	$54.69 - $59.43 $546 - $594	10 Added 0.03%	32,257 $1.86 Million
Q2 2021 Aug 04, 2021	BUY	$56.37 - $58.95 $1.82 Million - $1.9 Million	32,247 New	32,247 $1.88 Million

Others Institutions Holding DFAS

# of Institutions

774

Shares Held

118M

Call Options Held

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
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Jfs Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History