Jfs Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 32,739 shares of DFIC stock, worth $886,244. This represents 0.06% of its overall portfolio holdings.

Number of Shares

32,739

Previous 10,029 226.44%

Holding current value

$886,244

Previous $282,000 200.0%

% of portfolio

0.06%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$25.61 - $28.0 $581,603 - $635,880	22,710 Added 226.44%	32,739 $846,000
Q1 2024 Apr 30, 2024	SELL	$24.62 - $26.83 $36,954 - $40,271	-1,501 Reduced 13.02%	10,029 $268,000
Q3 2023 Nov 02, 2023	BUY	$23.25 - $25.17 $148,195 - $160,433	6,374 Added 123.62%	11,530 $269,000
Q1 2023 Apr 19, 2023	BUY	$22.5 - $24.64 $13,095 - $14,340	582 Added 12.72%	5,156 $124,000
Q4 2022 Feb 13, 2023	BUY	$19.06 - $23.03 $25,159 - $30,399	1,320 Added 40.57%	4,574 $102,000
Q3 2022 Oct 21, 2022	BUY	$19.05 - $23.07 $52,158 - $63,165	2,738 Added 530.62%	3,254 $62,000
Q2 2022 Aug 02, 2022	BUY	$21.35 - $25.2 $11,016 - $13,003	516 New	516 $11,000

Others Institutions Holding DFIC

# of Institutions

393

Shares Held

2.26B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Jfs Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History