JP Morgan Chase
DFAC icon

JP Morgan Chase’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

JP Morgan Chase’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$72M Buy
1,903,169
+163,248
+9% +$6.58M ﹤0.01% 1158
2025
Q4 		$68.9M Buy
1,739,921
+4,460
+0.3% +$174K ﹤0.01% 1159
2025
Q3 		$66.9M Buy
1,735,461
+58,686
+3% +$2.19M ﹤0.01% 1225
2025
Q2 		$60.1M Sell
1,676,775
-49,360
-3% -$1.65M ﹤0.01% 1223
2025
Q1 		$56.9M Buy
1,726,135
+180,450
+12% +$6.26M ﹤0.01% 1239
2024
Q4 		$53.5M Buy
1,545,685
+17,651
+1% +$622K ﹤0.01% 1282
2024
Q3 		$52.4M Buy
1,528,034
+36,331
+2% +$1.2M ﹤0.01% 1303
2024
Q2 		$48.1M Buy
1,491,703
+83,951
+6% +$2.65M ﹤0.01% 1270
2024
Q1 		$45M Buy
1,407,752
+94,769
+7% +$2.86M ﹤0.01% 1349
2023
Q4 		$38.4M Buy
1,312,983
+252,036
+24% +$6.82M ﹤0.01% 1375
2023
Q3 		$27.8M Buy
1,060,947
+72,703
+7% +$1.98M ﹤0.01% 1443
2023
Q2 		$26.8M Buy
988,244
+253,040
+34% +$6.52M ﹤0.01% 1492
2023
Q1 		$18.7M Buy
735,204
+131,384
+22% +$3.33M ﹤0.01% 1718
2022
Q4 		$14.7M Buy
603,820
+602,396
+42,303% +$14.7M ﹤0.01% 1910
2022
Q3 		$32K Hold
1,424
– – ﹤0.01% 5679
2022
Q2 		$33K Hold
1,424
– – ﹤0.01% 5772
2022
Q1 		$39K Sell
1,424
-44,295
-97% -$1.21M ﹤0.01% 5880
2021
Q4 		$1.32M Hold
45,719
– – ﹤0.01% 4177
2021
Q3 		$1.22M Hold
45,719
– – ﹤0.01% 4163
2021
Q2 		$1.23M Buy
+45,719
New +$1.21M ﹤0.01% 4149

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FFM
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FPAS
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LPL Financial
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AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return