Jfs Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 28,680 shares of DFAS stock, worth $1.89 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

28,680

Previous 29,322 2.19%

Holding current value

$1.89 Million

Previous $1.76 Million 5.62%

% of portfolio

0.13%

Previous 0.14%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$59.25 - $65.33 $38,038 - $41,941	-642 Reduced 2.19%	28,680 $1.86 Million
Q2 2024 Jul 15, 2024	SELL	$57.42 - $62.37 $118,687 - $128,918	-2,067 Reduced 6.59%	29,322 $1.76 Million
Q1 2024 Apr 30, 2024	BUY	$56.66 - $62.34 $56 - $62	1 Added 0.0%	31,389 $1.96 Million
Q4 2023 Feb 07, 2024	BUY	$48.83 - $60.51 $48 - $60	1 Added 0.0%	31,388 $1.87 Million
Q3 2023 Nov 02, 2023	BUY	$51.84 - $57.67 $51 - $57	1 Added 0.0%	31,387 $1.65 Million
Q2 2023 Aug 07, 2023	BUY	$49.85 - $54.8 $99 - $109	2 Added 0.01%	31,386 $1.72 Million
Q1 2023 Apr 19, 2023	SELL	$50.35 - $57.8 $88,313 - $101,381	-1,754 Reduced 5.29%	31,384 $1.65 Million
Q4 2022 Feb 13, 2023	BUY	$47.77 - $54.73 $536,839 - $615,055	11,238 Added 51.32%	33,138 $1.7 Million
Q3 2022 Oct 21, 2022	BUY	$46.47 - $55.84 $604 - $725	13 Added 0.06%	21,900 $1.02 Million
Q2 2022 Aug 02, 2022	BUY	$46.65 - $56.4 $606 - $733	13 Added 0.06%	21,887 $1.05 Million
Q1 2022 May 02, 2022	SELL	$53.45 - $60.82 $561,225 - $638,610	-10,500 Reduced 32.43%	21,874 $1.23 Million
Q4 2021 Feb 03, 2022	BUY	$56.67 - $63.93 $6,630 - $7,479	117 Added 0.36%	32,374 $1.94 Million
Q3 2021 Nov 09, 2021	BUY	$54.69 - $59.43 $546 - $594	10 Added 0.03%	32,257 $1.86 Million
Q2 2021 Aug 04, 2021	BUY	$56.37 - $58.95 $1.82 Million - $1.9 Million	32,247 New	32,247 $1.88 Million

Others Institutions Holding DFAS

# of Institutions

689

Shares Held

107M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

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.

Account

Jfs Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History