Jfs Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 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 3,795,593 shares of DFAX stock, worth $99.9 Million. This represents 6.47% of its overall portfolio holdings.

Number of Shares

3,795,593

Previous 3,781,925 0.36%

Holding current value

$99.9 Million

Previous $102 Million 7.63%

% of portfolio

6.47%

Previous 6.87%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$24.76 - $27.04 $338,419 - $369,582	13,668 Added 0.36%	3,795,593 $94.4 Million
Q3 2024 Oct 25, 2024	SELL	$24.29 - $27.25 $84,043 - $94,285	-3,460 Reduced 0.09%	3,781,925 $102 Million
Q2 2024 Jul 15, 2024	SELL	$24.57 - $26.36 $395,355 - $424,158	-16,091 Reduced 0.42%	3,785,385 $96.2 Million
Q1 2024 Apr 30, 2024	SELL	$23.42 - $25.45 $1.49 Million - $1.62 Million	-63,466 Reduced 1.64%	3,801,476 $96.7 Million
Q4 2023 Feb 07, 2024	SELL	$21.44 - $24.42 $1.55 Million - $1.77 Million	-72,466 Reduced 1.84%	3,864,942 $94.4 Million
Q3 2023 Nov 02, 2023	SELL	$22.41 - $24.35 $554,356 - $602,345	-24,737 Reduced 0.62%	3,937,408 $88.7 Million
Q2 2023 Aug 07, 2023	BUY	$22.56 - $24.03 $1.79 Million - $1.91 Million	79,339 Added 2.04%	3,962,145 $92.4 Million
Q1 2023 Apr 19, 2023	BUY	$21.74 - $23.72 $564,805 - $616,245	25,980 Added 0.67%	3,882,806 $89.5 Million
Q4 2022 Feb 13, 2023	BUY	$18.81 - $22.36 $242,705 - $288,511	12,903 Added 0.34%	3,856,826 $83.3 Million
Q3 2022 Oct 21, 2022	BUY	$18.89 - $22.64 $509,538 - $610,691	26,974 Added 0.71%	3,843,923 $72.6 Million
Q2 2022 Aug 02, 2022	BUY	$21.22 - $25.37 $778,052 - $930,216	36,666 Added 0.97%	3,816,949 $81.8 Million
Q1 2022 May 02, 2022	BUY	$23.26 - $26.72 $7.55 Million - $8.67 Million	324,398 Added 9.39%	3,780,283 $94.3 Million
Q4 2021 Feb 03, 2022	SELL	$25.17 - $26.82 $499,347 - $532,081	-19,839 Reduced 0.57%	3,455,885 $90.2 Million
Q3 2021 Nov 09, 2021	BUY	$25.83 - $27.21 $89.8 Million - $94.6 Million	3,475,724 New	3,475,724 $90 Million

Others Institutions Holding DFAX

# of Institutions

570

Shares Held

241M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Jfs Wealth Advisors, LLC Dimensional ETF Tr Transaction History