JFS Wealth Advisors »

Dimensional Etf Trust shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $786k 14k 55.63
2024-06-30 $1.1M 22k 51.87
2024-03-31 $1.3M 24k 54.43
2023-12-31 $1.2M 24k 52.33
2023-09-30 $1.1M 24k 45.69
2023-06-30 $1.1M 24k 46.39
2023-03-31 $1.1M 24k 44.50
2022-12-31 $1.0M 24k 43.95
2022-09-30 $940k 24k 38.99
2022-06-30 $969k 24k 40.23
2022-03-31 $1.1M 24k 46.58
2021-12-31 $1.4M 30k 47.52
2021-09-30 $1.4M 30k 44.41
2021-06-30 $1.4M 30k 44.79