JP Morgan Chase
DFAW icon

JP Morgan Chase’s Dimensional World Equity ETF DFAW Stock Holding History

JP Morgan Chase’s Portfolio DFAW Stock Details DFAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.5M Buy
174,765
+39,368
+29% +$3M ﹤0.01% 2475
2025
Q4 		$10M Buy
135,397
+21,367
+19% +$1.55M ﹤0.01% 2683
2025
Q3 		$8.19M Buy
114,030
+32,313
+40% +$2.25M ﹤0.01% 2900
2025
Q2 		$5.48M Buy
81,717
+81,636
+100,785% +$5.11M ﹤0.01% 3073
2025
Q1 		$4.96K Sell
81
-9
-10% -$570 ﹤0.01% 6434
2024
Q4 		$5.62K Buy
+90
New +$5.75K ﹤0.01% 6495

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FPF
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WMN
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AFA
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FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $743M AUM 17.45% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $224M AUM 18.8% 1-Year Est. Return