Jfs Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 71,893 shares of DFIC stock, worth $2.03 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

71,893

Previous 32,739 119.59%

Holding current value

$2.03 Million

Previous $846,000 135.93%

% of portfolio

0.14%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$25.54 - $28.79 $999,993 - $1.13 Million	39,154 Added 119.59%	71,893 $2 Million
Q4 2024 Jan 30, 2025	BUY	$25.61 - $28.0 $581,603 - $635,880	22,710 Added 226.44%	32,739 $846,000
Q1 2024 Apr 30, 2024	SELL	$24.62 - $26.83 $36,954 - $40,271	-1,501 Reduced 13.02%	10,029 $268,000
Q3 2023 Nov 02, 2023	BUY	$23.25 - $25.17 $148,195 - $160,433	6,374 Added 123.62%	11,530 $269,000
Q1 2023 Apr 19, 2023	BUY	$22.5 - $24.64 $13,095 - $14,340	582 Added 12.72%	5,156 $124,000
Q4 2022 Feb 13, 2023	BUY	$19.06 - $23.03 $25,159 - $30,399	1,320 Added 40.57%	4,574 $102,000
Q3 2022 Oct 21, 2022	BUY	$19.05 - $23.07 $52,158 - $63,165	2,738 Added 530.62%	3,254 $62,000
Q2 2022 Aug 02, 2022	BUY	$21.35 - $25.2 $11,016 - $13,003	516 New	516 $11,000

Others Institutions Holding DFIC

# of Institutions

444

Shares Held

2.29B

Call Options Held

5.9K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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 Dimensional Transaction History