JFS WEALTH ADVISORS, LLC – Dimensional U.S. Core Equity 2 ETF Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$59.22M
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.55%
quarter
Dimensional U.S. Core Equity 2 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.39% | -10.55K shares | -3.06M | $22.24 | 2.66M |
| Q2 2022 | share | Decrease | -1.91% | -52.07K shares | -12.87M | $23.3 | 2.67M |
| Q1 2022 | share | Increase | +13.99% | 334.56K shares | 5.90M | $27.58 | 2.72M |
| Q4 2021 | share | Increase | +1.30% | 30.57K shares | 6.55M | $29.03 | 2.39M |
| Q3 2021 | share | Increase | +4.85% | 109.14K shares | 1.97M | $26.57 | 2.36M |
| Q2 2021 | share | Increase | 0.00% | 2.25M shares | 60.74M | $26.9 | 2.25M |