Jfs Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 2025

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 211,385 shares of DFIC stock, worth $6.9 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
211,385
Previous 71,893 194.03%
Holding current value
$6.9 Million
Previous $2 Million 229.21%
% of portfolio
0.42%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$24.94 - $31.15 $3.48 Million - $4.35 Million
139,492 Added 194.03%
211,385 $6.57 Million
Q1 2025

Apr 22, 2025
BUY
$25.54 - $28.79 $999,993 - $1.13 Million
39,154 Added 119.59%
71,893 $2 Million
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
515
Shares Held
297M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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