JP Morgan Chase
DFLV icon

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
Q3 		$18.4M Buy
455,167
+6,680
+1% +$274K ﹤0.01% 2299
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
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Mosaic Family Wealth Partners
Mosaic Family Wealth Partners St. Louis, Missouri $1.53B AUM 18.82% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

JP Morgan Chase's DFLV Position: Q3 2026 in Review

JP Morgan Chase increased its Dimensional US Large Cap Value ETF (DFLV) stake by 1.5% in Q3 2026, buying an estimated $274K and bringing the position to 455,167 shares worth $18.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2299.

JP Morgan Chase first reported a position in DFLV in Q1 2023 and has held it in 13 quarters since. 373 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • JP Morgan Chase held 455,167 shares of Dimensional US Large Cap Value ETF worth $18.4M as of Q3 2026.
  • JP Morgan Chase bought 6,680 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $274K.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #2299 holding.
  • JP Morgan Chase first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
  • 373 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.