JFS WEALTH ADVISORS, LLC – Dimensional US Marketwide Value ETF Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$5.13M
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-6.30%
quarter
Dimensional US Marketwide Value ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -0.25% | -427 shares | -359K | $29.61 | 173.43K |
Q2 2022 | share | Increase | 0.00% | 173.86K shares | 5.49M | $31.6 | 173.86K |