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 $16.9 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

673,699

Previous 682,074 1.23%

Holding current value

$16.9 Million

Previous $18.7 Million 8.61%

% of portfolio

1.17%

Previous 1.26%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

537

Shares Held

168M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Jfs Wealth Advisors, LLC Dimensional ETF Tr Transaction History