Jfs Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq 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 Core Eq stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 3,290,013 shares of DFAC stock, worth $102 Million. This represents 7.39% of its overall portfolio holdings.
Number of Shares
3,290,013
Previous 3,168,271
3.84%
Holding current value
$102 Million
Previous $110 Million
0.99%
% of portfolio
7.39%
Previous 7.52%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,064Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.77 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.44 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.16 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.15 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$562 Million0.26% of portfolio