JP Morgan Chase’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

JP Morgan Chase’s Portfolio DFLV Stock Details DFLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.8M	Buy	448,487 +24,904	+6%	+$954K	﹤0.01%	2316
2026 Q1	$14.9M	Sell	423,583 -49,285	-10%	-$1.78M	﹤0.01%	2337
2025 Q4	$16.2M	Buy	472,868 +16,627	+4%	+$554K	﹤0.01%	2248
2025 Q3	$15M	Buy	456,241 +24,218	+6%	+$775K	﹤0.01%	2339
2025 Q2	$13.4M	Buy	432,023 +36,147	+9%	+$1.07M	﹤0.01%	2291
2025 Q1	$12.1M	Buy	395,876 +76,353	+24%	+$2.36M	﹤0.01%	2376
2024 Q4	$9.6M	Buy	319,523 +283,329	+783%	+$8.86M	﹤0.01%	2727
2024 Q3	$1.12M	Buy	36,194 +35,420	+4,576%	+$1.06M	﹤0.01%	4399
2024 Q2	$22.4K	Buy	774 +246	+47%	+$7.16K	﹤0.01%	6105
2024 Q1	$15.8K	Hold	528	–	–	﹤0.01%	6272
2023 Q4	$14.3K	Buy	+528	New	+$13.3K	﹤0.01%	6322
2023 Q2	–	Sell	-122	Closed	-$3K	–	6989
2023 Q1	$3K	Buy	+122	New	+$3.07K	﹤0.01%	6383

Other funds holding DFLV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

JP Morgan Chase increased its Dimensional US Large Cap Value ETF (DFLV) stake by 5.9% in Q2 2026, buying an estimated $954K and bringing the position to 448,487 shares worth $17.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2316.

JP Morgan Chase first reported a position in DFLV in Q1 2023 and has held it in 12 quarters since. 394 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

JP Morgan Chase held 448,487 shares of Dimensional US Large Cap Value ETF worth $17.8M as of Q2 2026.
JP Morgan Chase bought 24,904 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $954K.
Dimensional US Large Cap Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2316 holding.
JP Morgan Chase first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 12 quarters since.
394 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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