JP Morgan Chase
DFUV icon

JP Morgan Chase’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

JP Morgan Chase’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.1M Buy
318,534
+10,962
+4% +$538K ﹤0.01% 2319
2025
Q4 		$14.3M Sell
307,572
-6,889
-2% -$312K ﹤0.01% 2365
2025
Q3 		$14.1M Buy
314,461
+73,317
+30% +$3.19M ﹤0.01% 2415
2025
Q2 		$10.2M Sell
241,144
-30,702
-11% -$1.23M ﹤0.01% 2537
2025
Q1 		$11.2M Buy
271,846
+37,296
+16% +$1.57M ﹤0.01% 2437
2024
Q4 		$9.6M Buy
234,550
+6,613
+3% +$281K ﹤0.01% 2726
2024
Q3 		$9.5M Sell
227,937
-12,534
-5% -$507K ﹤0.01% 2649
2024
Q2 		$9.44M Buy
240,471
+46,089
+24% +$1.82M ﹤0.01% 2514
2024
Q1 		$7.95M Buy
194,382
+4,592
+2% +$175K ﹤0.01% 2694
2023
Q4 		$7.06M Buy
189,790
+87,986
+86% +$3.03M ﹤0.01% 2797
2023
Q3 		$3.46M Buy
101,804
+40,268
+65% +$1.41M ﹤0.01% 3112
2023
Q2 		$2.12M Buy
61,536
+60,387
+5,256% +$2.02M ﹤0.01% 3502
2023
Q1 		$38.5K Sell
1,149
-26,381
-96% -$903K ﹤0.01% 5802
2022
Q4 		$922K Buy
+27,530
New +$915K ﹤0.01% 4102

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

JP Morgan Chase increased its Dimensional US Marketwide Value ETF (DFUV) stake by 3.6% in Q1 2026, buying an estimated $538K and bringing the position to 318,534 shares worth $15.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2319.

JP Morgan Chase first reported a position in DFUV in Q4 2022 and has held it in 14 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • JP Morgan Chase held 318,534 shares of Dimensional US Marketwide Value ETF worth $15.1M as of Q1 2026.
  • JP Morgan Chase bought 10,962 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $538K.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2319 holding.
  • JP Morgan Chase first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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