JP Morgan Chase
DFAS icon

JP Morgan Chase’s Dimensional US Small Cap ETF DFAS Stock Holding History

JP Morgan Chase’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.5M Buy
239,089
+22,368
+10% +$1.64M ﹤0.01% 2241
2025
Q4 		$15.1M Buy
216,721
+1,996
+0.9% +$138K ﹤0.01% 2310
2025
Q3 		$14.7M Sell
214,725
-15,092
-7% -$1.01M ﹤0.01% 2365
2025
Q2 		$14.6M Buy
229,817
+17,254
+8% +$1.03M ﹤0.01% 2209
2025
Q1 		$12.7M Sell
212,563
-13,276
-6% -$854K ﹤0.01% 2336
2024
Q4 		$14.7M Buy
225,839
+31,889
+16% +$2.13M ﹤0.01% 2331
2024
Q3 		$12.6M Buy
193,950
+15,176
+8% +$950K ﹤0.01% 2407
2024
Q2 		$10.7M Buy
178,774
+11,202
+7% +$674K ﹤0.01% 2400
2024
Q1 		$10.4M Buy
167,572
+32,095
+24% +$1.9M ﹤0.01% 2441
2023
Q4 		$8.08M Buy
135,477
+34,563
+34% +$1.85M ﹤0.01% 2661
2023
Q3 		$5.3M Buy
100,914
+6,925
+7% +$382K ﹤0.01% 2799
2023
Q2 		$5.15M Buy
93,989
+40,589
+76% +$2.12M ﹤0.01% 2832
2023
Q1 		$2.81M Buy
53,400
+9,734
+22% +$527K ﹤0.01% 3285
2022
Q4 		$2.23M Buy
+43,666
New +$2.25M ﹤0.01% 3475
2022
Q1 		– Sell
-2,372
Closed -$142K – 6673
2021
Q4 		$142K Buy
+2,372
New +$143K ﹤0.01% 5528

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return