Jfs Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Jfs Wealth Advisors, LLC
- $1.26 Billion
- Q1 2024
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 3,801,476 shares of DFAX stock, worth $96.6 Million. This represents 7.69% of its overall portfolio holdings.
Number of Shares
3,801,476
Previous 3,864,942
1.64%
Holding current value
$96.6 Million
Previous $94.4 Million
2.47%
% of portfolio
7.69%
Previous 8.04%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$293 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$279 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$189 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$164 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$146 Million0.24% of portfolio