JP Morgan Private Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$7.93M	Buy	351,173 +59	+0%	+$1.39K	0.02%	414
2023 Q2	$8.24M	Buy	351,114 +2,581	+0.7%	+$59.7K	0.04%	257
2023 Q1	$8.02M	Sell	348,533 -3,437	-1%	-$79.2K	0.02%	483
2022 Q4	$7.73M	Buy	351,970 +323,305	+1,128%	+$6.88M	0.02%	480
2022 Q3	$576K	Buy	+28,665	New	+$647K	﹤0.01%	1396

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DFAE Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.02% in Q3 2023, buying an estimated $1.39K and bringing the position to 351,173 shares worth $7.93M. The position accounts for 0.02% of the portfolio, ranked #414.

JP Morgan Private Wealth Advisors first reported a position in DFAE in Q3 2022 and has held it in 5 quarters since. The position peaked at $8.24M in Q2 2023. 360 funds tracked by Wall St. Rank hold DFAE as of Q3 2023.

JP Morgan Private Wealth Advisors held 351,173 shares of Dimensional Emerging Core Equity Market ETF worth $7.93M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 59 Dimensional Emerging Core Equity Market ETF shares in Q3 2023, an estimated $1.39K.
Dimensional Emerging Core Equity Market ETF made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #414 holding.
JP Morgan Private Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2022 and has held it in 5 quarters since.
JP Morgan Private Wealth Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $8.24M in Q2 2023.
360 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.