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
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20k | 475 | 41.09 |
| 2025-06-30 | $25k | 648 | 38.06 |
| 2025-03-31 | $22k | 648 | 33.68 |
| 2024-12-31 | $22k | 648 | 33.13 |
| 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 |