JFS WEALTH ADVISORS, LLC – Dimensional U.S. Small Cap ETF Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$1.01M
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-3.08%
quarter
Dimensional U.S. Small Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.06% | 13 shares | -32K | $46.52 | 21.9K |
| Q2 2022 | share | Increase | +0.06% | 13 shares | -175K | $48 | 21.88K |
| Q1 2022 | share | Decrease | -32.43% | -10.5K shares | -716K | $56.06 | 21.87K |
| Q4 2021 | share | Increase | +0.36% | 117 shares | 87K | $60.02 | 32.37K |
| Q3 2021 | share | Increase | +0.03% | 10 shares | -28K | $57.5 | 32.25K |
| Q2 2021 | share | Increase | 0.00% | 32.24K shares | 1.88M | $58.26 | 32.24K |