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
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Quarterly reported holdings in Dimensional Etf Trust by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $814k | 14k | 58.21 |
| 2025-06-30 | $757k | 14k | 53.96 |
| 2025-03-31 | $728k | 14k | 51.49 |
| 2024-12-31 | $787k | 14k | 55.66 |
| 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 |