Jfs Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Jfs Wealth Advisors, LLC
- $1.69 Billion
- Q3 2025
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 457,644 shares of DFAU stock, worth $21 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
457,644
Previous 414,266
10.47%
Holding current value
$21 Million
Previous $17.5 Million
19.34%
% of portfolio
1.24%
Previous 1.12%
Shares
14 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio