Jfs Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 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 1,006,310 shares of DFAI stock, worth $30.6 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
1,006,310
Previous 964,162 4.37%
Holding current value
$30.6 Million
Previous $28.6 Million 11.79%
% of portfolio
2.15%
Previous 2.26%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$28.69 - $32.06 $1.21 Million - $1.35 Million
42,148 Added 4.37%
1,006,310 $32 Million
Q2 2024

Jul 15, 2024
SELL
$28.93 - $30.91 $145,460 - $155,415
-5,028 Reduced 0.52%
964,162 $28.6 Million
Q1 2024

Apr 30, 2024
SELL
$27.74 - $30.27 $157,535 - $171,903
-5,679 Reduced 0.58%
969,190 $29.3 Million
Q4 2023

Feb 07, 2024
BUY
$24.88 - $28.69 $7.54 Million - $8.69 Million
302,859 Added 45.07%
974,869 $27.9 Million
Q3 2023

Nov 02, 2023
BUY
$26.0 - $28.17 $2.99 Million - $3.24 Million
115,152 Added 20.68%
672,010 $17.5 Million
Q2 2023

Aug 07, 2023
BUY
$26.46 - $28.05 $594,450 - $630,171
22,466 Added 4.2%
556,858 $15.2 Million
Q1 2023

Apr 19, 2023
BUY
$25.21 - $27.45 $439,359 - $478,398
17,428 Added 3.37%
534,392 $14.4 Million
Q4 2022

Feb 13, 2023
BUY
$21.47 - $25.85 $8.59 Million - $10.3 Million
400,011 Added 342.03%
516,964 $12.9 Million
Q3 2022

Oct 21, 2022
BUY
$21.44 - $25.78 $1.15 Million - $1.38 Million
53,655 Added 84.77%
116,953 $2.52 Million
Q2 2022

Aug 02, 2022
BUY
$23.87 - $28.49 $802,939 - $958,346
33,638 Added 113.41%
63,298 $1.53 Million
Q1 2022

May 02, 2022
BUY
$25.94 - $30.08 $604,350 - $700,803
23,298 Added 366.21%
29,660 $835,000
Q4 2021

Feb 03, 2022
BUY
$28.27 - $30.4 $179,853 - $193,404
6,362 New
6,362 $188,000

Others Institutions Holding DFAI

# of Institutions
544
Shares Held
182M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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