Jfs Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 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 44,527 shares of DFIV stock, worth $1.66 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

44,527

Previous 45,612 2.38%

Holding current value

$1.66 Million

Previous $1.64 Million 3.42%

% of portfolio

0.11%

Previous 0.13%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$34.66 - $38.38 $37,606 - $41,642	-1,085 Reduced 2.38%	44,527 $1.7 Million
Q2 2024 Jul 15, 2024	SELL	$35.5 - $38.02 $62,302 - $66,725	-1,755 Reduced 3.71%	45,612 $1.64 Million
Q1 2024 Apr 30, 2024	SELL	$33.15 - $36.75 $134,489 - $149,094	-4,057 Reduced 7.89%	47,367 $1.74 Million
Q4 2023 Feb 07, 2024	SELL	$30.86 - $34.46 $12,806 - $14,300	-415 Reduced 0.8%	51,424 $1.77 Million
Q3 2023 Nov 02, 2023	SELL	$32.1 - $34.42 $91,131 - $97,718	-2,839 Reduced 5.19%	51,839 $1.69 Million
Q2 2023 Aug 07, 2023	SELL	$31.45 - $33.77 $94,853 - $101,850	-3,016 Reduced 5.23%	54,678 $1.8 Million
Q1 2023 Apr 19, 2023	BUY	$30.43 - $33.38 $10,620 - $11,649	349 Added 0.61%	57,694 $1.86 Million
Q4 2022 Feb 13, 2023	BUY	$25.88 - $31.1 $40,683 - $48,889	1,572 Added 2.82%	57,345 $1.74 Million
Q3 2022 Oct 21, 2022	BUY	$25.71 - $30.57 $12,006 - $14,276	467 Added 0.84%	55,773 $1.44 Million
Q2 2022 Aug 02, 2022	BUY	$28.66 - $33.84 $21,724 - $25,650	758 Added 1.39%	55,306 $1.6 Million
Q1 2022 May 02, 2022	BUY	$30.75 - $35.49 $1,014 - $1,171	33 Added 0.06%	54,548 $1.83 Million
Q4 2021 Feb 03, 2022	BUY	$31.61 - $34.21 $35,371 - $38,280	1,119 Added 2.1%	54,515 $1.79 Million
Q3 2021 Nov 09, 2021	BUY	$32.25 - $33.65 $1.72 Million - $1.8 Million	53,396 New	53,396 $1.75 Million

Others Institutions Holding DFIV

# of Institutions

570

Shares Held

196M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Jfs Wealth Advisors, LLC Dimensional ETF Tr Transaction History