JP Morgan Chase
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JP Morgan Chase’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

JP Morgan Chase’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.9M Buy
445,353
+14,700
+3% +$736K ﹤0.01% 2110
2026
Q1 		$18.9M Buy
430,653
+28,458
+7% +$1.34M ﹤0.01% 2124
2025
Q4 		$18.8M Buy
402,195
+13,250
+3% +$614K ﹤0.01% 2118
2025
Q3 		$17.8M Buy
388,945
+23,515
+6% +$1.04M ﹤0.01% 2193
2025
Q2 		$15.5M Sell
365,430
-13,550
-4% -$531K ﹤0.01% 2158
2025
Q1 		$14.6M Buy
378,980
+18,400
+5% +$746K ﹤0.01% 2199
2024
Q4 		$14.6M Buy
360,580
+16,471
+5% +$673K ﹤0.01% 2337
2024
Q3 		$13.7M Buy
344,109
+12,432
+4% +$475K ﹤0.01% 2336
2024
Q2 		$12.4M Buy
331,677
+17,962
+6% +$653K ﹤0.01% 2266
2024
Q1 		$11.5M Buy
313,715
+35,919
+13% +$1.24M ﹤0.01% 2362
2023
Q4 		$9.24M Buy
277,796
+76,564
+38% +$2.38M ﹤0.01% 2564
2023
Q3 		$6.03M Buy
201,232
+21,627
+12% +$673K ﹤0.01% 2698
2023
Q2 		$5.57M Buy
179,605
+26,201
+17% +$768K ﹤0.01% 2778
2023
Q1 		$4.41M Buy
153,404
+59,545
+63% +$1.68M ﹤0.01% 2930
2022
Q4 		$2.54M Buy
+93,859
New +$2.55M ﹤0.01% 3383
2022
Q3 		– Sell
-200
Closed -$5K – 6526
2022
Q2 		$5K Buy
+200
New +$5.74K ﹤0.01% 6154

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

JP Morgan Chase's DFAU Position: Q2 2026 in Review

JP Morgan Chase increased its Dimensional US Core Equity Market ETF (DFAU) stake by 3.4% in Q2 2026, buying an estimated $736K and bringing the position to 445,353 shares worth $22.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

JP Morgan Chase first reported a position in DFAU in Q2 2022 and has held it in 16 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • JP Morgan Chase held 445,353 shares of Dimensional US Core Equity Market ETF worth $22.9M as of Q2 2026.
  • JP Morgan Chase bought 14,700 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $736K.
  • Dimensional US Core Equity Market ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2110 holding.
  • JP Morgan Chase first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 16 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.