Jfs Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Jfs Wealth Advisors, LLC
- $1.27 Billion
- Q2 2024
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 1,422,207 shares of DFUS stock, worth $88 Million. This represents 6.61% of its overall portfolio holdings.
Number of Shares
1,422,207
Previous 1,434,939
0.89%
Holding current value
$88 Million
Previous $81.8 Million
2.37%
% of portfolio
6.61%
Previous 6.5%
Shares
13 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$492 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$366 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$312 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$257 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$230 Million0.23% of portfolio