J.P. Morgan Private Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $691K | Buy |
15,134
+1,069
| +8% | +$48.8K | ﹤0.01% | 1111 |
|
|
2023
Q2 | $652K | Sell |
14,065
-15,294
| -52% | -$709K | ﹤0.01% | 926 |
|
|
2023
Q1 | $1.31M | Sell |
29,359
-1,064
| -3% | -$47.3K | ﹤0.01% | 1043 |
|
|
2022
Q4 | $1.34M | Buy |
30,423
+7,392
| +32% | +$325K | ﹤0.01% | 1015 |
|
|
2022
Q3 | $898K | Sell |
23,031
-4,143
| -15% | -$162K | ﹤0.01% | 1193 |
|
|
2022
Q2 | $1.09M | Buy |
27,174
+3,162
| +13% | +$127K | ﹤0.01% | 1101 |
|
|
2022
Q1 | $1.12M | Sell |
24,012
-6,888
| -22% | -$321K | ﹤0.01% | 1169 |
|
|
2021
Q4 | $1.47M | Buy |
30,900
+152
| +0.5% | +$7.22K | ﹤0.01% | 1056 |
|
|
2021
Q3 | $1.37M | Buy |
30,748
+4,710
| +18% | +$209K | ﹤0.01% | 1063 |
|
|
2021
Q2 | $1.17M | Buy |
+26,038
| New | +$1.17M | ﹤0.01% | 1120 |
|