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

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 14,136 shares of DFAT stock, worth $814,233. This represents 0.05% of its overall portfolio holdings.

Number of Shares

14,136

Previous 21,473 34.17%

Holding current value

$814,233

Previous $1.11 Million 29.38%

% of portfolio

0.05%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$51.0 - $57.07 $374,187 - $418,722	-7,337 Reduced 34.17%	14,136 $786,000
Q2 2024 Jul 15, 2024	SELL	$50.18 - $54.47 $116,317 - $126,261	-2,318 Reduced 9.74%	21,473 $1.11 Million
Q1 2024 Apr 30, 2024	BUY	$49.45 - $54.43 $98 - $108	2 Added 0.01%	23,791 $1.29 Million
Q4 2023 Feb 07, 2024	BUY	$42.71 - $53.09 $213 - $265	5 Added 0.02%	23,789 $1.24 Million
Q3 2023 Nov 02, 2023	BUY	$45.07 - $49.71 $225 - $248	5 Added 0.02%	23,784 $1.09 Million
Q2 2023 Aug 07, 2023	BUY	$41.44 - $46.39 $248 - $278	6 Added 0.03%	23,779 $1.1 Million
Q1 2023 Apr 19, 2023	BUY	$42.38 - $49.75 $169 - $199	4 Added 0.02%	23,773 $1.06 Million
Q4 2022 Feb 13, 2023	SELL	$40.24 - $46.91 $13,681 - $15,949	-340 Reduced 1.41%	23,769 $1.04 Million
Q3 2022 Oct 21, 2022	BUY	$38.84 - $46.6 $776 - $932	20 Added 0.08%	24,109 $940,000
Q2 2022 Aug 02, 2022	BUY	$39.72 - $47.15 $873 - $1,037	22 Added 0.09%	24,089 $969,000
Q1 2022 May 02, 2022	SELL	$44.35 - $48.64 $272,929 - $299,330	-6,154 Reduced 20.36%	24,067 $1.12 Million
Q4 2021 Feb 03, 2022	SELL	$44.48 - $49.36 $9,785 - $10,859	-220 Reduced 0.72%	30,221 $1.44 Million
Q3 2021 Nov 09, 2021	BUY	$41.66 - $45.84 $541 - $595	13 Added 0.04%	30,441 $1.35 Million
Q2 2021 Aug 04, 2021	BUY	$43.52 - $46.03 $1.32 Million - $1.4 Million	30,428 New	30,428 $1.36 Million

Others Institutions Holding DFAT

# of Institutions

680

Shares Held

158M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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