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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.78M Sell
2023
Q2
$2.73M Sell
2023
Q1
$5.31M Sell
2022
Q4
$5.6M Sell
2022
Q3
$5.22M Sell
2022
Q2
$5.41M Buy
2022
Q1
$5.84M Sell
2021
Q4
$6.56M Sell
2021
Q3
$6.42M Buy
2021
Q2
$6.04M Buy