Jfs Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,387,839 shares of DFUS stock, worth $88.7 Million. This represents 5.71% of its overall portfolio holdings.

Number of Shares

1,387,839

Previous 1,401,173 0.95%

Holding current value

$88.7 Million

Previous $89.4 Million 6.09%

% of portfolio

5.71%

Previous 6.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$59.61 - $66.71 $794,839 - $889,511	-13,334 Reduced 0.95%	1,387,839 $83.9 Million
Q4 2024 Jan 30, 2025	SELL	$61.52 - $66.5 $214,274 - $231,619	-3,483 Reduced 0.25%	1,401,173 $89.4 Million
Q3 2024 Oct 25, 2024	SELL	$56.04 - $62.2 $983,558 - $1.09 Million	-17,551 Reduced 1.23%	1,404,656 $87.4 Million
Q2 2024 Jul 15, 2024	SELL	$53.83 - $59.14 $685,363 - $752,970	-12,732 Reduced 0.89%	1,422,207 $83.7 Million
Q1 2024 Apr 30, 2024	BUY	$50.79 - $56.98 $914,067 - $1.03 Million	17,997 Added 1.27%	1,434,939 $81.8 Million
Q4 2023 Feb 07, 2024	SELL	$44.51 - $52.0 $167,936 - $196,196	-3,773 Reduced 0.27%	1,416,942 $73.4 Million
Q3 2023 Nov 02, 2023	SELL	$46.29 - $49.87 $421,007 - $453,567	-9,095 Reduced 0.64%	1,420,715 $66.1 Million
Q2 2023 Aug 07, 2023	SELL	$43.77 - $48.16 $998,525 - $1.1 Million	-22,813 Reduced 1.57%	1,429,810 $68.9 Million
Q1 2023 Apr 19, 2023	SELL	$41.24 - $45.43 $1.09 Million - $1.2 Million	-26,450 Reduced 1.79%	1,452,623 $64.5 Million
Q4 2022 Feb 13, 2023	SELL	$38.86 - $44.32 $721,824 - $823,244	-18,575 Reduced 1.24%	1,479,073 $61.5 Million
Q3 2022 Oct 21, 2022	SELL	$38.82 - $46.57 $194,410 - $233,222	-5,008 Reduced 0.33%	1,497,648 $58.1 Million
Q2 2022 Aug 02, 2022	BUY	$39.62 - $49.51 $1.85 Million - $2.31 Million	46,648 Added 3.2%	1,502,656 $61.2 Million
Q1 2022 May 02, 2022	SELL	$45.16 - $52.01 $332,964 - $383,469	-7,373 Reduced 0.5%	1,456,008 $71.4 Million
Q4 2021 Feb 03, 2022	SELL	$47.05 - $51.98 $346,240 - $382,520	-7,359 Reduced 0.5%	1,463,381 $75.7 Million
Q3 2021 Nov 09, 2021	SELL	$46.48 - $49.7 $2.25 Million - $2.4 Million	-48,310 Reduced 3.18%	1,470,740 $69.4 Million
Q2 2021 Aug 04, 2021	BUY	$45.75 - $47.12 $69.5 Million - $71.6 Million	1,519,050 New	1,519,050 $71.6 Million

Others Institutions Holding DFUS

# of Institutions

761

Shares Held

183M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History