JWA
JFS Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4M | Sell |
670,251
-5,557
| -0.8% | -$161K | 1.23% | 18 |
|
|
2025
Q1 | $17.5M | Buy |
675,808
+2,109
| +0.3% | +$54.6K | 1.18% | 19 |
|
|
2024
Q4 | $17.1M | Sell |
673,699
-8,375
| -1% | -$212K | 1.17% | 19 |
|
|
2024
Q3 | $18.7M | Buy |
682,074
+26,838
| +4% | +$736K | 1.25% | 18 |
|
|
2024
Q2 | $17M | Sell |
655,236
-3,455
| -0.5% | -$89.4K | 1.34% | 18 |
|
|
2024
Q1 | $16.3M | Sell |
658,691
-16,003
| -2% | -$396K | 1.29% | 19 |
|
|
2023
Q4 | $16.3M | Sell |
674,694
-23,925
| -3% | -$577K | 1.38% | 18 |
|
|
2023
Q3 | $15.8M | Buy |
698,619
+13,173
| +2% | +$297K | 1.49% | 17 |
|
|
2023
Q2 | $16.1M | Buy |
685,446
+41,024
| +6% | +$962K | 1.45% | 16 |
|
|
2023
Q1 | $14.8M | Buy |
644,422
+16,503
| +3% | +$380K | 1.4% | 16 |
|
|
2022
Q4 | $13.8M | Buy |
627,919
+533,899
| +568% | +$11.7M | 1.35% | 16 |
|
|
2022
Q3 | $1.89M | Buy |
94,020
+15,791
| +20% | +$317K | 0.21% | 83 |
|
|
2022
Q2 | $1.81M | Buy |
78,229
+19,094
| +32% | +$442K | 0.19% | 75 |
|
|
2022
Q1 | $1.55M | Buy |
59,135
+55,934
| +1,747% | +$1.47M | 0.15% | 92 |
|
|
2021
Q4 | $88K | Buy |
+3,201
| New | +$88K | 0.01% | 328 |
|