JP Morgan Private Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$691K Buy
2023
Q2
$652K Sell
2023
Q1
$1.31M Sell
2022
Q4
$1.34M Buy
2022
Q3
$898K Sell
2022
Q2
$1.09M Buy
2022
Q1
$1.12M Sell
2021
Q4
$1.47M Buy
2021
Q3
$1.36M Buy
2021
Q2
$1.17M Buy