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 $828,793. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,136
Previous 21,473 34.17%
Holding current value
$828,793
Previous $1.11 Million 29.38%
% of portfolio
0.05%
Previous 0.09%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
664
Shares Held
156M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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