Jfs Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Jfs Wealth Advisors, LLC
- $1.74 Billion
- Q4 2025
A detailed history of Jfs Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 13,936 shares of DFAT stock, worth $793,515. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,936
Previous 13,982
0.33%
Holding current value
$793,515
Previous $813,000
2.46%
% of portfolio
0.05%
Previous 0.05%
Shares
19 transactions
Others Institutions Holding DFAT
# of Institutions
811Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio