J.P. Morgan Private Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.78M | Sell |
33,867
-16,001
| -32% | -$840K | 0.01% | 783 |
|
|
2023
Q2 | $2.73M | Sell |
49,868
-50,802
| -50% | -$2.78M | 0.01% | 473 |
|
|
2023
Q1 | $5.31M | Sell |
100,670
-8,875
| -8% | -$468K | 0.01% | 569 |
|
|
2022
Q4 | $5.6M | Sell |
109,545
-2,690
| -2% | -$138K | 0.01% | 551 |
|
|
2022
Q3 | $5.22M | Sell |
112,235
-556
| -0.5% | -$25.9K | 0.01% | 549 |
|
|
2022
Q2 | $5.41M | Buy |
112,791
+8,609
| +8% | +$413K | 0.01% | 548 |
|
|
2022
Q1 | $5.84M | Sell |
104,182
-5,129
| -5% | -$288K | 0.01% | 572 |
|
|
2021
Q4 | $6.56M | Sell |
109,311
-2,301
| -2% | -$138K | 0.01% | 543 |
|
|
2021
Q3 | $6.42M | Buy |
111,612
+8,192
| +8% | +$471K | 0.02% | 533 |
|
|
2021
Q2 | $6.04M | Buy |
+103,420
| New | +$6.04M | 0.02% | 540 |
|