JWA
JFS Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Buy |
414,266
+69,935
| +20% | +$2.96M | 1.12% | 21 |
|
|
2025
Q1 | $13.2M | Buy |
344,331
+11,928
| +4% | +$459K | 0.9% | 26 |
|
|
2024
Q4 | $13.5M | Sell |
332,403
-7,291
| -2% | -$295K | 0.92% | 25 |
|
|
2024
Q3 | $13.5M | Buy |
339,694
+18,020
| +6% | +$715K | 0.9% | 24 |
|
|
2024
Q2 | $12.1M | Buy |
321,674
+8,658
| +3% | +$325K | 0.95% | 23 |
|
|
2024
Q1 | $11.4M | Buy |
313,016
+17,297
| +6% | +$632K | 0.91% | 24 |
|
|
2023
Q4 | $9.83M | Buy |
295,719
+2,060
| +0.7% | +$68.5K | 0.84% | 26 |
|
|
2023
Q3 | $8.8M | Buy |
293,659
+21,682
| +8% | +$649K | 0.83% | 26 |
|
|
2023
Q2 | $8.43M | Buy |
271,977
+35,803
| +15% | +$1.11M | 0.76% | 29 |
|
|
2023
Q1 | $6.79M | Buy |
236,174
+16,066
| +7% | +$462K | 0.64% | 33 |
|
|
2022
Q4 | $5.95M | Buy |
220,108
+203,397
| +1,217% | +$5.5M | 0.58% | 37 |
|
|
2022
Q3 | $420K | Buy |
16,711
+15,493
| +1,272% | +$389K | 0.05% | 158 |
|
|
2022
Q2 | $32K | Buy |
+1,218
| New | +$32K | ﹤0.01% | 488 |
|