JP Morgan Chase
DFAX icon

JP Morgan Chase’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

JP Morgan Chase’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.5M Buy
1,502,018
+1,058,271
+238% +$36.8M ﹤0.01% 1406
2025
Q4 		$14.5M Buy
443,747
+14,105
+3% +$450K ﹤0.01% 2350
2025
Q3 		$13.5M Buy
429,642
+13,142
+3% +$399K ﹤0.01% 2462
2025
Q2 		$12.2M Sell
416,500
-35,217
-8% -$969K ﹤0.01% 2375
2025
Q1 		$11.8M Buy
451,717
+5,848
+1% +$152K ﹤0.01% 2387
2024
Q4 		$11.1M Sell
445,869
-3,850
-0.9% -$99.6K ﹤0.01% 2593
2024
Q3 		$12.1M Buy
449,719
+11,125
+3% +$289K ﹤0.01% 2439
2024
Q2 		$11.1M Buy
438,594
+20,868
+5% +$533K ﹤0.01% 2364
2024
Q1 		$10.6M Buy
417,726
+34,909
+9% +$854K ﹤0.01% 2420
2023
Q4 		$9.35M Buy
382,817
+52,030
+16% +$1.19M ﹤0.01% 2551
2023
Q3 		$7.45M Buy
330,787
+95,316
+40% +$2.23M ﹤0.01% 2519
2023
Q2 		$5.49M Buy
235,471
+109,196
+86% +$2.54M ﹤0.01% 2784
2023
Q1 		$2.91M Buy
126,275
+84,450
+202% +$1.93M ﹤0.01% 3265
2022
Q4 		$904K Buy
+41,825
New +$870K ﹤0.01% 4116
2022
Q2 		– Sell
-1,641
Closed -$41K – 6534
2022
Q1 		$41K Buy
+1,641
New +$41.6K ﹤0.01% 5868

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

JP Morgan Chase increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 238% in Q1 2026, buying an estimated $36.8M and bringing the position to 1,502,018 shares worth $49.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

JP Morgan Chase first reported a position in DFAX in Q1 2022 and has held it in 15 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • JP Morgan Chase held 1,502,018 shares of Dimensional World ex US Core Equity 2 ETF worth $49.5M as of Q1 2026.
  • JP Morgan Chase bought 1,058,271 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $36.8M.
  • Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1406 holding.
  • JP Morgan Chase first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2022 and has held it in 15 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

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