Dimensional Etf Trust shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) 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 csvQuarterly reported holdings in Dimensional Etf Trust by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $46k | 1.1k | 40.95 |
| 2025-06-30 | $47k | 1.2k | 39.41 |
| 2025-03-31 | $49k | 1.4k | 34.89 |
| 2024-12-31 | $53k | 1.6k | 32.85 |
| 2024-09-30 | $63k | 1.8k | 35.74 |
| 2024-06-30 | $62k | 1.9k | 32.94 |
| 2024-03-31 | $69k | 2.0k | 33.67 |
| 2023-12-31 | $66k | 2.0k | 32.03 |
| 2023-09-30 | $59k | 2.0k | 28.71 |
| 2023-06-30 | $66k | 2.2k | 30.45 |