JWA
JFS Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121M | Buy |
3,389,273
+99,260
| +3% | +$3.56M | 7.73% | 1 |
|
|
2025
Q1 | $109M | Buy |
3,290,013
+121,742
| +4% | +$4.02M | 7.35% | 1 |
|
|
2024
Q4 | $110M | Buy |
3,168,271
+113,084
| +4% | +$3.91M | 7.49% | 1 |
|
|
2024
Q3 | $105M | Buy |
3,055,187
+52,205
| +2% | +$1.79M | 7.01% | 1 |
|
|
2024
Q2 | $96.8M | Buy |
3,002,982
+77,902
| +3% | +$2.51M | 7.64% | 1 |
|
|
2024
Q1 | $93.5M | Buy |
2,925,080
+24,181
| +0.8% | +$773K | 7.42% | 2 |
|
|
2023
Q4 | $84.8M | Buy |
2,900,899
+179,546
| +7% | +$5.25M | 7.21% | 2 |
|
|
2023
Q3 | $71.3M | Sell |
2,721,353
-39,876
| -1% | -$1.04M | 6.73% | 2 |
|
|
2023
Q2 | $75M | Buy |
2,761,229
+108,582
| +4% | +$2.95M | 6.74% | 2 |
|
|
2023
Q1 | $67.6M | Buy |
2,652,647
+25,739
| +1% | +$656K | 6.37% | 2 |
|
|
2022
Q4 | $63.8M | Sell |
2,626,908
-36,038
| -1% | -$875K | 6.24% | 2 |
|
|
2022
Q3 | $59.2M | Sell |
2,662,946
-10,550
| -0.4% | -$235K | 6.5% | 2 |
|
|
2022
Q2 | $62.3M | Sell |
2,673,496
-52,072
| -2% | -$1.21M | 6.58% | 2 |
|
|
2022
Q1 | $75.2M | Buy |
2,725,568
+334,563
| +14% | +$9.23M | 7.1% | 2 |
|
|
2021
Q4 | $69.3M | Buy |
2,391,005
+30,577
| +1% | +$886K | 6.53% | 3 |
|
|
2021
Q3 | $62.7M | Buy |
2,360,428
+109,147
| +5% | +$2.9M | 6.44% | 3 |
|
|
2021
Q2 | $60.7M | Buy |
+2,251,281
| New | +$60.7M | 9.07% | 2 |
|