JWA
JFS Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
25,149
-3,816
| -13% | -$243K | 0.1% | 113 |
|
|
2025
Q1 | $1.73M | Buy |
28,965
+283
| +1% | +$16.9K | 0.12% | 106 |
|
|
2024
Q4 | $1.87M | Buy |
28,682
+2
| +0% | +$130 | 0.13% | 93 |
|
|
2024
Q3 | $1.86M | Sell |
28,680
-642
| -2% | -$41.6K | 0.12% | 100 |
|
|
2024
Q2 | $1.76M | Sell |
29,322
-2,067
| -7% | -$124K | 0.14% | 84 |
|
|
2024
Q1 | $1.96M | Buy |
31,389
+1
| +0% | +$62 | 0.16% | 80 |
|
|
2023
Q4 | $1.87M | Buy |
31,388
+1
| +0% | +$60 | 0.16% | 81 |
|
|
2023
Q3 | $1.65M | Buy |
31,387
+1
| +0% | +$52 | 0.16% | 89 |
|
|
2023
Q2 | $1.72M | Buy |
31,386
+2
| +0% | +$110 | 0.15% | 90 |
|
|
2023
Q1 | $1.65M | Sell |
31,384
-1,754
| -5% | -$92.4K | 0.16% | 90 |
|
|
2022
Q4 | $1.7M | Buy |
33,138
+11,238
| +51% | +$575K | 0.17% | 90 |
|
|
2022
Q3 | $1.02M | Buy |
21,900
+13
| +0.1% | +$605 | 0.11% | 102 |
|
|
2022
Q2 | $1.05M | Buy |
21,887
+13
| +0.1% | +$624 | 0.11% | 100 |
|
|
2022
Q1 | $1.23M | Sell |
21,874
-10,500
| -32% | -$589K | 0.12% | 105 |
|
|
2021
Q4 | $1.94M | Buy |
32,374
+117
| +0.4% | +$7.02K | 0.18% | 87 |
|
|
2021
Q3 | $1.86M | Buy |
32,257
+10
| +0% | +$575 | 0.19% | 84 |
|
|
2021
Q2 | $1.88M | Buy |
+32,247
| New | +$1.88M | 0.28% | 56 |
|