J.P. Morgan Private Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $456K | Sell |
15,220
-1,746
| -10% | -$52.3K | ﹤0.01% | 1285 |
|
|
2023
Q2 | $526K | Sell |
16,966
-2,100
| -11% | -$65.1K | ﹤0.01% | 1009 |
|
|
2023
Q1 | $549K | Sell |
19,066
-354
| -2% | -$10.2K | ﹤0.01% | 1435 |
|
|
2022
Q4 | $525K | Hold |
19,420
| – | – | ﹤0.01% | 1458 |
|
|
2022
Q3 | $488K | Buy |
19,420
+4,200
| +28% | +$106K | ﹤0.01% | 1468 |
|
|
2022
Q2 | $402K | Buy |
15,220
+6,000
| +65% | +$158K | ﹤0.01% | 1535 |
|
|
2022
Q1 | $291K | Buy |
+9,220
| New | +$291K | ﹤0.01% | 1754 |
|