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
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 $423M AUM 16.83% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return