JP Morgan Private Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.78M	Sell	33,867 -16,001	-32%	-$882K	0.01%	783
2023 Q2	$2.73M	Sell	49,868 -50,802	-50%	-$2.65M	0.01%	473
2023 Q1	$5.31M	Sell	100,670 -8,875	-8%	-$481K	0.01%	569
2022 Q4	$5.6M	Sell	109,545 -2,690	-2%	-$138K	0.01%	551
2022 Q3	$5.22M	Sell	112,235 -556	-0.5%	-$28.4K	0.01%	549
2022 Q2	$5.41M	Buy	112,791 +8,609	+8%	+$446K	0.01%	548
2022 Q1	$5.84M	Sell	104,182 -5,129	-5%	-$289K	0.01%	572
2021 Q4	$6.56M	Sell	109,311 -2,301	-2%	-$139K	0.01%	543
2021 Q3	$6.42M	Buy	111,612 +8,192	+8%	+$473K	0.02%	533
2021 Q2	$6.04M	Buy	+103,420	New	+$6.02M	0.02%	540

Other funds holding DFAS

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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 32% in Q3 2023, selling an estimated $882K and leaving 33,867 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #783.

JP Morgan Private Wealth Advisors first reported a position in DFAS in Q2 2021 and has held it in 10 quarters since. The position peaked at $6.56M in Q4 2021. 500 funds tracked by Wall St. Rank hold DFAS as of Q3 2023.

JP Morgan Private Wealth Advisors held 33,867 shares of Dimensional US Small Cap ETF worth $1.78M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 16,001 Dimensional US Small Cap ETF shares in Q3 2023, an estimated $882K.
Dimensional US Small Cap ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #783 holding.
JP Morgan Private Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Dimensional US Small Cap ETF position peaked at $6.56M in Q4 2021.
500 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2023.

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