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Dimensional Etf Trust shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors investment in Dimensional Etf Trust

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

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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
2024-09-30 $732k 26k 28.46
2024-06-30 $54k 1.9k 27.50
2024-03-31 $51k 1.9k 25.96
2023-12-31 $49k 1.9k 25.20

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

Top funds holding Dimensional Etf Trust

Asset Dedication
Comprehensive Portfolio Management
True Wealth Design
Marquette Asset Management
Beacon Pointe Advisors
Raymond James Financial Services Advisors
Sensible Money
Janney Montgomery Scott
Evanson Asset Management
Eqis Capital Management
Burns Wealth Management
Family Investment Center
Opes Wealth Management
Index Fund Advisors
Graves-Light Private Wealth Management

View all funds holding Dimensional Etf Trust