Jfs Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 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 673,699 shares of DFAE stock, worth $17.5 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
673,699
Previous 682,074 1.23%
Holding current value
$17.5 Million
Previous $18.7 Million 8.61%
% of portfolio
1.17%
Previous 1.26%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$25.36 - $28.15 $212,390 - $235,756
-8,375 Reduced 1.23%
673,699 $17.1 Million
Q3 2024

Oct 25, 2024
BUY
$24.46 - $27.82 $656,457 - $746,633
26,838 Added 4.1%
682,074 $18.7 Million
Q2 2024

Jul 15, 2024
SELL
$24.03 - $26.3 $83,023 - $90,866
-3,455 Reduced 0.52%
655,236 $17 Million
Q1 2024

Apr 30, 2024
SELL
$22.74 - $24.88 $363,908 - $398,154
-16,003 Reduced 2.37%
658,691 $16.3 Million
Q4 2023

Feb 07, 2024
SELL
$21.63 - $24.11 $517,497 - $576,831
-23,925 Reduced 3.42%
674,694 $16.3 Million
Q3 2023

Nov 02, 2023
BUY
$22.43 - $24.83 $295,470 - $327,085
13,173 Added 1.92%
698,619 $15.8 Million
Q2 2023

Aug 07, 2023
BUY
$22.38 - $24.3 $918,117 - $996,883
41,024 Added 6.37%
685,446 $16.1 Million
Q1 2023

Apr 19, 2023
BUY
$21.78 - $24.36 $359,435 - $402,013
16,503 Added 2.63%
644,422 $14.8 Million
Q4 2022

Feb 13, 2023
BUY
$19.67 - $22.73 $10.5 Million - $12.1 Million
533,899 Added 567.86%
627,919 $13.8 Million
Q3 2022

Oct 21, 2022
BUY
$20.09 - $23.68 $317,241 - $373,930
15,791 Added 20.19%
94,020 $1.89 Million
Q2 2022

Aug 02, 2022
BUY
$22.9 - $27.06 $437,252 - $516,683
19,094 Added 32.29%
78,229 $1.81 Million
Q1 2022

May 02, 2022
BUY
$24.29 - $28.31 $1.36 Million - $1.58 Million
55,934 Added 1747.39%
59,135 $1.55 Million
Q4 2021

Feb 03, 2022
BUY
$26.45 - $28.31 $84,666 - $90,620
3,201 New
3,201 $88,000

Others Institutions Holding DFAE

# of Institutions
541
Shares Held
167M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email