JMPWA
DFAI

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 $1B AUM 22.21% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
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