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 332,403 shares of DFAU stock, worth $14 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

332,403

Previous 339,694 2.15%

Holding current value

$14 Million

Previous $13.5 Million 0.18%

% of portfolio

0.92%

Previous 0.91%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$39.27 - $42.38 $286,317 - $308,992	-7,291 Reduced 2.15%	332,403 $13.5 Million
Q3 2024 Oct 25, 2024	BUY	$35.8 - $39.69 $645,116 - $715,213	18,020 Added 5.6%	339,694 $13.5 Million
Q2 2024 Jul 15, 2024	BUY	$34.53 - $37.67 $298,960 - $326,146	8,658 Added 2.77%	321,674 $12.1 Million
Q1 2024 Apr 30, 2024	BUY	$32.59 - $36.54 $563,709 - $632,032	17,297 Added 5.85%	313,016 $11.4 Million
Q4 2023 Feb 07, 2024	BUY	$28.58 - $33.37 $58,874 - $68,742	2,060 Added 0.7%	295,719 $9.83 Million
Q3 2023 Nov 02, 2023	BUY	$29.79 - $32.13 $645,906 - $696,642	21,682 Added 7.97%	293,659 $8.8 Million
Q2 2023 Aug 07, 2023	BUY	$28.25 - $30.99 $1.01 Million - $1.11 Million	35,803 Added 15.16%	271,977 $8.43 Million
Q1 2023 Apr 19, 2023	BUY	$26.87 - $29.65 $431,693 - $476,356	16,066 Added 7.3%	236,174 $6.79 Million
Q4 2022 Feb 13, 2023	BUY	$25.24 - $28.83 $5.13 Million - $5.86 Million	203,397 Added 1217.14%	220,108 $5.95 Million
Q3 2022 Oct 21, 2022	BUY	$25.15 - $30.14 $389,648 - $466,959	15,493 Added 1272.0%	16,711 $420,000
Q2 2022 Aug 02, 2022	BUY	$25.69 - $31.79 $31,290 - $38,720	1,218 New	1,218 $32,000

Others Institutions Holding DFAU

# of Institutions

471

Shares Held

2.18B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Dimensional ETF Tr Transaction History