Jfs Wealth Advisors, LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,404,656 shares of DFUS stock, worth $91.8 Million. This represents 5.88% of its overall portfolio holdings.
Number of Shares
1,404,656
Previous 1,422,207
1.23%
Holding current value
$91.8 Million
Previous $83.7 Million
4.39%
% of portfolio
5.88%
Previous 6.61%
Shares
14 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$572 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$520 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$383 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$325 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$269 Million0.08% of portfolio