JWA
JFS Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.4M | Sell |
151,338
-7,847
| -5% | -$332K | 0.41% | 45 |
|
|
2025
Q1 | $6.56M | Sell |
159,185
-19,889
| -11% | -$820K | 0.44% | 40 |
|
|
2024
Q4 | $7.33M | Sell |
179,074
-581
| -0.3% | -$23.8K | 0.5% | 37 |
|
|
2024
Q3 | $7.49M | Sell |
179,655
-1,077
| -0.6% | -$44.9K | 0.5% | 38 |
|
|
2024
Q2 | $7.1M | Sell |
180,732
-6,145
| -3% | -$241K | 0.56% | 36 |
|
|
2024
Q1 | $7.64M | Buy |
186,877
+99
| +0.1% | +$4.05K | 0.61% | 35 |
|
|
2023
Q4 | $6.95M | Buy |
186,778
+397
| +0.2% | +$14.8K | 0.59% | 35 |
|
|
2023
Q3 | $6.34M | Sell |
186,381
-614
| -0.3% | -$20.9K | 0.6% | 36 |
|
|
2023
Q2 | $6.45M | Sell |
186,995
-634
| -0.3% | -$21.9K | 0.58% | 36 |
|
|
2023
Q1 | $6.28M | Sell |
187,629
-2,795
| -1% | -$93.6K | 0.59% | 37 |
|
|
2022
Q4 | $6.38M | Buy |
190,424
+16,988
| +10% | +$569K | 0.62% | 35 |
|
|
2022
Q3 | $5.14M | Sell |
173,436
-427
| -0.2% | -$12.6K | 0.56% | 34 |
|
|
2022
Q2 | $5.49M | Buy |
+173,863
| New | +$5.49M | 0.58% | 35 |
|