JFS WEALTH ADVISORS, LLC DFAC Holdings History
JFS WEALTH ADVISORS, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, JFS WEALTH ADVISORS, LLC held 3.29 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $108.54 Mil. This investment constitutes 7.35% of their stock portfolio, and JFS WEALTH ADVISORS, LLC now holds 0.35% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q2. And since then JFS WEALTH ADVISORS, LLC has made 12 purchases of DFAC, at an average price of $27.45, for a total of 3.43 Mil shares. In addition, there have been 4 sales at an average price of $25.55 for 138,536.00 shares. Based on historical transaction data and DFAC's current price of $36.44, JFS WEALTH ADVISORS, LLC's estimated gain on his DFAC holdings is $29.30 Mil, reflecting a 31.13% gain to date.
JFS WEALTH ADVISORS, LLC DFAC ($36.44) Holding Chart
JFS WEALTH ADVISORS, LLC DFAC ($36.44) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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