J.P. Morgan Private Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-24,179
| Closed | -$794K | – | 1731 |
|
|
2023
Q2 | $794K | Sell |
24,179
-19,820
| -45% | -$651K | ﹤0.01% | 848 |
|
|
2023
Q1 | $1.42M | Buy |
43,999
+4,452
| +11% | +$143K | ﹤0.01% | 1012 |
|
|
2022
Q4 | $1.2M | Sell |
39,547
-2,798
| -7% | -$85.1K | ﹤0.01% | 1062 |
|
|
2022
Q3 | $1.09M | Sell |
42,345
-2,828
| -6% | -$72.9K | ﹤0.01% | 1092 |
|
|
2022
Q2 | $1.31M | Sell |
45,173
-195
| -0.4% | -$5.63K | ﹤0.01% | 1005 |
|
|
2022
Q1 | $1.52M | Buy |
45,368
+9,498
| +26% | +$318K | ﹤0.01% | 1018 |
|
|
2021
Q4 | $1.18M | Buy |
35,870
+915
| +3% | +$30K | ﹤0.01% | 1161 |
|
|
2021
Q3 | $1.15M | Buy |
+34,955
| New | +$1.15M | ﹤0.01% | 1154 |
|