JP Morgan Chase
DFSU

JP Morgan Chase’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

JP Morgan Chase’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.14M Buy
46,143
+21,912
+90% +$991K ﹤0.01% 4131
2026
Q1 		$967K Buy
24,231
+3,768
+18% +$163K ﹤0.01% 4637
2025
Q4 		$889K Buy
20,463
+8,556
+72% +$367K ﹤0.01% 4689
2025
Q3 		$506K Buy
11,907
+5,140
+76% +$210K ﹤0.01% 5033
2025
Q2 		$266K Buy
6,767
+327
+5% +$11.9K ﹤0.01% 5095
2025
Q1 		$231K Buy
6,440
+74
+1% +$2.81K ﹤0.01% 5183
2024
Q4 		$241K Sell
6,366
-544
-8% -$20.8K ﹤0.01% 5397
2024
Q3 		$257K Sell
6,910
-38
-0.5% -$1.36K ﹤0.01% 5298
2024
Q2 		$242K Hold
6,948
– – ﹤0.01% 5068
2024
Q1 		$239K Buy
6,948
+6,699
+2,690% +$218K ﹤0.01% 5251
2023
Q4 		$7.75K Sell
249
-5,261
-95% -$152K ﹤0.01% 6470
2023
Q3 		$153K Buy
5,510
+1,614
+41% +$46.7K ﹤0.01% 5226
2023
Q2 		$112K Buy
3,896
+90
+2% +$2.44K ﹤0.01% 5416
2023
Q1 		$101K Buy
+3,806
New +$100K ﹤0.01% 5421

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

JP Morgan Chase increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 90% in Q2 2026, buying an estimated $991K and bringing the position to 46,143 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #4131.

JP Morgan Chase first reported a position in DFSU in Q1 2023 and has held it in 14 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • JP Morgan Chase held 46,143 shares of Dimensional US Sustainability Core 1 ETF worth $2.14M as of Q2 2026.
  • JP Morgan Chase bought 21,912 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $991K.
  • Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4131 holding.
  • JP Morgan Chase first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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