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Dimensional Etf Trust shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) 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

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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 $23k 648 35.42
2024-06-30 $26k 768 33.46
2024-03-31 $32k 995 32.20
2023-12-31 $32k 995 31.63
2023-09-30 $29k 995 29.39
2023-06-30 $33k 1.1k 30.44

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

Awm Capital
Quantum Financial Advisors
Abacus Wealth Partners
Forum Financial Management
Five Oceans Advisors
Merriman Wealth Management
Retirement Solution
Jane Street
Vista Wealth Management Group
Greenspring Advisors
Francis Financial
Pathstone Holdings
Savant Capital Management
Asset Dedication
Wealth Architects

View all funds holding Dimensional Etf Trust