JP Morgan Chase
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JP Morgan Chase’s Dimensional US Targeted Value ETF DFAT Stock Holding History

JP Morgan Chase’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.3M Sell
625,136
-20,856
-3% -$1.32M ﹤0.01% 1568
2025
Q4 		$38.5M Buy
645,992
+71,369
+12% +$4.16M ﹤0.01% 1541
2025
Q3 		$33.4M Buy
574,623
+38,371
+7% +$2.19M ﹤0.01% 1682
2025
Q2 		$28.9M Buy
536,252
+29,153
+6% +$1.48M ﹤0.01% 1685
2025
Q1 		$26.1M Buy
507,099
+45,602
+10% +$2.51M ﹤0.01% 1709
2024
Q4 		$25.7M Buy
461,497
+201,747
+78% +$11.5M ﹤0.01% 1802
2024
Q3 		$14.4M Buy
259,750
+30,351
+13% +$1.64M ﹤0.01% 2290
2024
Q2 		$11.9M Buy
229,399
+4,447
+2% +$233K ﹤0.01% 2299
2024
Q1 		$12.2M Buy
224,952
+30,093
+15% +$1.55M ﹤0.01% 2307
2023
Q4 		$10.2M Buy
194,859
+21,122
+12% +$987K ﹤0.01% 2457
2023
Q3 		$7.94M Buy
173,737
+27,379
+19% +$1.3M ﹤0.01% 2459
2023
Q2 		$6.79M Buy
146,358
+47,744
+48% +$2.1M ﹤0.01% 2629
2023
Q1 		$4.39M Buy
98,614
+11,580
+13% +$537K ﹤0.01% 2936
2022
Q4 		$3.83M Buy
87,034
+37,594
+76% +$1.65M ﹤0.01% 3049
2022
Q3 		$1.93M Buy
49,440
+4,315
+10% +$184K ﹤0.01% 3502
2022
Q2 		$1.81M Buy
45,125
+44,986
+32,364% +$1.97M ﹤0.01% 3628
2022
Q1 		$6K Buy
+139
New +$6.47K ﹤0.01% 6284

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

JP Morgan Chase's DFAT Position: Q1 2026 in Review

JP Morgan Chase reduced its Dimensional US Targeted Value ETF (DFAT) stake by 3.2% in Q1 2026, selling an estimated $1.32M and leaving 625,136 shares worth $38.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

JP Morgan Chase first reported a position in DFAT in Q1 2022 and has held it in 17 quarters since. The position peaked at $38.5M in Q4 2025. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • JP Morgan Chase held 625,136 shares of Dimensional US Targeted Value ETF worth $38.3M as of Q1 2026.
  • JP Morgan Chase sold 20,856 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $1.32M.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1568 holding.
  • JP Morgan Chase first reported a position in Dimensional US Targeted Value ETF in Q1 2022 and has held it in 17 quarters since.
  • JP Morgan Chase's Dimensional US Targeted Value ETF position peaked at $38.5M in Q4 2025.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.