J.P. Morgan Private Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.16M | Sell |
234,966
-61,269
| -21% | -$1.61M | 0.02% | 463 |
|
|
2023
Q2 | $8.04M | Sell |
296,235
-51,618
| -15% | -$1.4M | 0.04% | 264 |
|
|
2023
Q1 | $8.86M | Sell |
347,853
-4,750
| -1% | -$121K | 0.02% | 457 |
|
|
2022
Q4 | $8.56M | Sell |
352,603
-4,820
| -1% | -$117K | 0.02% | 454 |
|
|
2022
Q3 | $7.95M | Sell |
357,423
-34,777
| -9% | -$773K | 0.02% | 445 |
|
|
2022
Q2 | $9.14M | Buy |
392,200
+169,242
| +76% | +$3.94M | 0.02% | 423 |
|
|
2022
Q1 | $6.15M | Sell |
222,958
-759
| -0.3% | -$20.9K | 0.01% | 558 |
|
|
2021
Q4 | $6.48M | Hold |
223,717
| – | – | 0.01% | 546 |
|
|
2021
Q3 | $5.94M | Sell |
223,717
-15,354
| -6% | -$408K | 0.01% | 553 |
|
|
2021
Q2 | $6.45M | Buy |
+239,071
| New | +$6.45M | 0.02% | 518 |
|