JFS WEALTH ADVISORS, LLC DFAX Holdings History
JFS WEALTH ADVISORS, LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, JFS WEALTH ADVISORS, LLC held 3.82 Mil shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $100.02 Mil. This investment constitutes 6.77% of their stock portfolio, and JFS WEALTH ADVISORS, LLC now holds 1.31% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2021Q3. And since then JFS WEALTH ADVISORS, LLC has made 9 purchases of DFAX, at an average price of $26.15, for a total of 4.02 Mil shares. In addition, there have been 6 sales at an average price of $24.01 for 200,059.00 shares. Based on historical transaction data and DFAX's current price of $29.34, JFS WEALTH ADVISORS, LLC's estimated gain on his DFAX holdings is $11.77 Mil, reflecting a 11.20% gain to date.
JFS WEALTH ADVISORS, LLC DFAX ($29.34) Holding Chart
JFS WEALTH ADVISORS, LLC DFAX ($29.34) 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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