JWA
JFS Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.6M | Buy |
1,411,720
+23,881
| +2% | +$1.6M | 6.02% | 3 |
|
|
2025
Q1 | $83.9M | Sell |
1,387,839
-13,334
| -1% | -$806K | 5.68% | 3 |
|
|
2024
Q4 | $89.3M | Sell |
1,401,173
-3,483
| -0.2% | -$222K | 6.1% | 3 |
|
|
2024
Q3 | $87.4M | Sell |
1,404,656
-17,551
| -1% | -$1.09M | 5.85% | 3 |
|
|
2024
Q2 | $83.7M | Sell |
1,422,207
-12,732
| -0.9% | -$749K | 6.6% | 3 |
|
|
2024
Q1 | $81.8M | Buy |
1,434,939
+17,997
| +1% | +$1.03M | 6.49% | 3 |
|
|
2023
Q4 | $73.4M | Sell |
1,416,942
-3,773
| -0.3% | -$196K | 6.24% | 3 |
|
|
2023
Q3 | $66.1M | Sell |
1,420,715
-9,095
| -0.6% | -$423K | 6.24% | 3 |
|
|
2023
Q2 | $68.9M | Sell |
1,429,810
-22,813
| -2% | -$1.1M | 6.19% | 3 |
|
|
2023
Q1 | $64.5M | Sell |
1,452,623
-26,450
| -2% | -$1.18M | 6.09% | 3 |
|
|
2022
Q4 | $61.5M | Sell |
1,479,073
-18,575
| -1% | -$773K | 6.02% | 3 |
|
|
2022
Q3 | $58.1M | Sell |
1,497,648
-5,008
| -0.3% | -$194K | 6.38% | 3 |
|
|
2022
Q2 | $61.2M | Buy |
1,502,656
+46,648
| +3% | +$1.9M | 6.47% | 3 |
|
|
2022
Q1 | $71.4M | Sell |
1,456,008
-7,373
| -0.5% | -$361K | 6.74% | 3 |
|
|
2021
Q4 | $75.7M | Sell |
1,463,381
-7,359
| -0.5% | -$380K | 7.13% | 2 |
|
|
2021
Q3 | $69.4M | Sell |
1,470,740
-48,310
| -3% | -$2.28M | 7.12% | 2 |
|
|
2021
Q2 | $71.6M | Buy |
+1,519,050
| New | +$71.6M | 10.69% | 1 |
|