JFS WEALTH ADVISORS, LLC DFUS Holdings History
JFS WEALTH ADVISORS, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, JFS WEALTH ADVISORS, LLC held 1.39 Mil shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $83.94 Mil. This investment constitutes 5.68% of their stock portfolio, and JFS WEALTH ADVISORS, LLC now holds 0.62% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q2. And since then JFS WEALTH ADVISORS, LLC has made 3 purchases of DFUS, at an average price of $46.58, for a total of 1.58 Mil shares. In addition, there have been 13 sales at an average price of $49.52 for 195,856.00 shares. Based on historical transaction data and DFUS's current price of $67.82, JFS WEALTH ADVISORS, LLC's estimated gain on his DFUS holdings is $30.05 Mil, reflecting a 40.73% gain to date.
JFS WEALTH ADVISORS, LLC DFUS ($67.82) Holding Chart
JFS WEALTH ADVISORS, LLC DFUS ($67.82) 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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