Jfs Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 179,655 shares of DFUV stock, worth $7.64 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

179,655

Previous 180,732 0.6%

Holding current value

$7.64 Million

Previous $7.1 Million 5.52%

% of portfolio

0.5%

Previous 0.56%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$38.51 - $41.69 $41,475 - $44,900	-1,077 Reduced 0.6%	179,655 $7.49 Million
Q2 2024 Jul 15, 2024	SELL	$38.53 - $40.76 $236,766 - $250,470	-6,145 Reduced 3.29%	180,732 $7.1 Million
Q1 2024 Apr 30, 2024	BUY	$36.22 - $40.9 $3,585 - $4,049	99 Added 0.05%	186,877 $7.64 Million
Q4 2023 Feb 07, 2024	BUY	$31.85 - $37.39 $12,644 - $14,843	397 Added 0.21%	186,778 $6.95 Million
Q3 2023 Nov 02, 2023	SELL	$33.83 - $36.19 $20,771 - $22,220	-614 Reduced 0.33%	186,381 $6.34 Million
Q2 2023 Aug 07, 2023	SELL	$32.32 - $34.5 $20,490 - $21,873	-634 Reduced 0.34%	186,995 $6.45 Million
Q1 2023 Apr 19, 2023	SELL	$31.9 - $35.83 $89,160 - $100,144	-2,795 Reduced 1.47%	187,629 $6.28 Million
Q4 2022 Feb 13, 2023	BUY	$30.23 - $35.36 $513,547 - $600,695	16,988 Added 9.79%	190,424 $6.38 Million
Q3 2022 Oct 21, 2022	SELL	$29.6 - $34.78 $12,639 - $14,851	-427 Reduced 0.25%	173,436 $5.14 Million
Q2 2022 Aug 02, 2022	BUY	$30.92 - $35.31 $5.38 Million - $6.14 Million	173,863 New	173,863 $5.49 Million

Others Institutions Holding DFUV

# of Institutions

640

Shares Held

267M

Call Options Held

300

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Jfs Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History