JFS WEALTH ADVISORS, LLC – Dimensional U.S. Targeted Value ETF Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$940,000
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-3.11%
quarter
Dimensional U.S. Targeted Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.08% | 20 shares | -29K | $38.97 | 24.10K |
| Q2 2022 | share | Increase | +0.09% | 22 shares | -152K | $40.22 | 24.08K |
| Q1 2022 | share | Decrease | -20.36% | -6.15K shares | -315K | $46.58 | 24.06K |
| Q4 2021 | share | Decrease | -0.72% | -220 shares | 84K | $47.4 | 30.22K |
| Q3 2021 | share | Increase | +0.04% | 13 shares | -11K | $44.4 | 30.44K |
| Q2 2021 | share | Increase | 0.00% | 30.42K shares | 1.36M | $44.69 | 30.42K |