JP Morgan Private Wealth Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$5.85M	Sell	223,917 -3,344	-1%	-$90.8K	0.02%	474
2023 Q2	$6.21M	Sell	227,261 -4,230	-2%	-$116K	0.03%	303
2023 Q1	$6.24M	Buy	231,491 +31,690	+16%	+$842K	0.01%	537
2022 Q4	$5M	Buy	199,801 +184,066	+1,170%	+$4.42M	0.01%	575
2022 Q3	$339K	Sell	15,735 -6,558	-29%	-$158K	﹤0.01%	1607
2022 Q2	$538K	Sell	22,293 -8,457	-28%	-$222K	﹤0.01%	1433
2022 Q1	$866K	Buy	30,750 +21,349	+227%	+$608K	﹤0.01%	1283
2021 Q4	$278K	Hold	9,401	–	–	﹤0.01%	1773
2021 Q3	$272K	Hold	9,401	–	–	﹤0.01%	1736
2021 Q2	$275K	Buy	+9,401	New	+$276K	﹤0.01%	1702

Other funds holding DFAI

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

CHP

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

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

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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 1.5% in Q3 2023, selling an estimated $90.8K and leaving 223,917 shares worth $5.85M. The position accounts for 0.02% of the portfolio, ranked #474.

JP Morgan Private Wealth Advisors first reported a position in DFAI in Q2 2021 and has held it in 10 quarters since. The position peaked at $6.24M in Q1 2023. 386 funds tracked by Wall St. Rank hold DFAI as of Q3 2023.

JP Morgan Private Wealth Advisors held 223,917 shares of Dimensional International Core Equity Market ETF worth $5.85M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 3,344 Dimensional International Core Equity Market ETF shares in Q3 2023, an estimated $90.8K.
Dimensional International Core Equity Market ETF made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #474 holding.
JP Morgan Private Wealth Advisors first reported a position in Dimensional International Core Equity Market ETF in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Dimensional International Core Equity Market ETF position peaked at $6.24M in Q1 2023.
386 funds tracked by Wall St. Rank held Dimensional International 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.