J.P. Morgan Private Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.75M | Buy |
80,500
+4,688
| +6% | +$218K | 0.01% | 571 |
|
|
2023
Q2 | $3.65M | Sell |
75,812
-7,756
| -9% | -$374K | 0.02% | 397 |
|
|
2023
Q1 | $3.71M | Sell |
83,568
-27,383
| -25% | -$1.22M | 0.01% | 669 |
|
|
2022
Q4 | $4.62M | Buy |
110,951
+298
| +0.3% | +$12.4K | 0.01% | 596 |
|
|
2022
Q3 | $4.3M | Sell |
110,653
-2,635
| -2% | -$102K | 0.01% | 599 |
|
|
2022
Q2 | $4.62M | Buy |
113,288
+2,434
| +2% | +$99.2K | 0.01% | 588 |
|
|
2022
Q1 | $5.43M | Sell |
110,854
-2,083
| -2% | -$102K | 0.01% | 591 |
|
|
2021
Q4 | $5.84M | Buy |
112,937
+13,022
| +13% | +$673K | 0.01% | 571 |
|
|
2021
Q3 | $4.71M | Sell |
99,915
-976
| -1% | -$46K | 0.01% | 609 |
|
|
2021
Q2 | $4.75M | Buy |
+100,891
| New | +$4.75M | 0.01% | 607 |
|