J.P. Morgan Private Wealth Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.85M | Sell |
223,917
-3,344
| -1% | -$87.3K | 0.02% | 474 |
|
|
2023
Q2 | $6.21M | Sell |
227,261
-4,230
| -2% | -$116K | 0.03% | 303 |
|
|
2023
Q1 | $6.24M | Buy |
231,491
+31,690
| +16% | +$854K | 0.01% | 537 |
|
|
2022
Q4 | $5M | Buy |
199,801
+184,066
| +1,170% | +$4.61M | 0.01% | 575 |
|
|
2022
Q3 | $339K | Sell |
15,735
-6,558
| -29% | -$141K | ﹤0.01% | 1607 |
|
|
2022
Q2 | $538K | Sell |
22,293
-8,457
| -28% | -$204K | ﹤0.01% | 1433 |
|
|
2022
Q1 | $866K | Buy |
30,750
+21,349
| +227% | +$601K | ﹤0.01% | 1283 |
|
|
2021
Q4 | $278K | Hold |
9,401
| – | – | ﹤0.01% | 1773 |
|
|
2021
Q3 | $272K | Hold |
9,401
| – | – | ﹤0.01% | 1736 |
|
|
2021
Q2 | $275K | Buy |
+9,401
| New | +$275K | ﹤0.01% | 1702 |
|