J.P. Morgan Private Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.69M | Sell |
79,068
-30,063
| -28% | -$1.02M | 0.01% | 653 |
|
|
2023
Q2 | $3.77M | Sell |
109,131
-62,324
| -36% | -$2.15M | 0.02% | 389 |
|
|
2023
Q1 | $5.74M | Sell |
171,455
-25,280
| -13% | -$846K | 0.01% | 549 |
|
|
2022
Q4 | $6.59M | Sell |
196,735
-1,436
| -0.7% | -$48.1K | 0.01% | 515 |
|
|
2022
Q3 | $5.87M | Sell |
198,171
-528
| -0.3% | -$15.6K | 0.02% | 519 |
|
|
2022
Q2 | $6.28M | Buy |
+198,699
| New | +$6.28M | 0.02% | 515 |
|