JWA
JFS Wealth Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.9M | Sell |
1,008,980
-25,581
| -2% | -$884K | 2.22% | 12 |
|
|
2025
Q1 | $32.3M | Buy |
1,034,561
+2,312
| +0.2% | +$72.2K | 2.19% | 13 |
|
|
2024
Q4 | $30.1M | Buy |
1,032,249
+25,939
| +3% | +$757K | 2.06% | 14 |
|
|
2024
Q3 | $32M | Buy |
1,006,310
+42,148
| +4% | +$1.34M | 2.14% | 14 |
|
|
2024
Q2 | $28.6M | Sell |
964,162
-5,028
| -0.5% | -$149K | 2.26% | 13 |
|
|
2024
Q1 | $29.3M | Sell |
969,190
-5,679
| -0.6% | -$172K | 2.33% | 13 |
|
|
2023
Q4 | $27.9M | Buy |
974,869
+302,859
| +45% | +$8.67M | 2.37% | 11 |
|
|
2023
Q3 | $17.5M | Buy |
672,010
+115,152
| +21% | +$3.01M | 1.66% | 13 |
|
|
2023
Q2 | $15.2M | Buy |
556,858
+22,466
| +4% | +$614K | 1.37% | 18 |
|
|
2023
Q1 | $14.4M | Buy |
534,392
+17,428
| +3% | +$470K | 1.36% | 18 |
|
|
2022
Q4 | $12.9M | Buy |
516,964
+400,011
| +342% | +$10M | 1.27% | 19 |
|
|
2022
Q3 | $2.52M | Buy |
116,953
+53,655
| +85% | +$1.16M | 0.28% | 61 |
|
|
2022
Q2 | $1.53M | Buy |
63,298
+33,638
| +113% | +$812K | 0.16% | 84 |
|
|
2022
Q1 | $835K | Buy |
29,660
+23,298
| +366% | +$656K | 0.08% | 124 |
|
|
2021
Q4 | $188K | Buy |
+6,362
| New | +$188K | 0.02% | 231 |
|