JP Morgan Chase

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 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	–	6528
2022 Q2	$5K	Buy	+200	New	+$5.74K	﹤0.01%	6154

Other funds holding DFAU

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Mars Jewett Financial Group Bellevue, Washington $316M AUM