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JP Morgan Private Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$456K Sell
15,220
-1,746
-10% -$54.4K ﹤0.01% 1285
2023
Q2 		$526K Sell
16,966
-2,100
-11% -$61.6K ﹤0.01% 1009
2023
Q1 		$549K Sell
19,066
-354
-2% -$10K ﹤0.01% 1435
2022
Q4 		$525K Hold
19,420
– – ﹤0.01% 1458
2022
Q3 		$488K Buy
19,420
+4,200
+28% +$117K ﹤0.01% 1468
2022
Q2 		$402K Buy
15,220
+6,000
+65% +$172K ﹤0.01% 1535
2022
Q1 		$291K Buy
+9,220
New +$286K ﹤0.01% 1754

Other funds holding DFAU

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 10% in Q3 2023, selling an estimated $54.4K and leaving 15,220 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

JP Morgan Private Wealth Advisors first reported a position in DFAU in Q1 2022 and has held it in 7 quarters since. The position peaked at $549K in Q1 2023. 321 funds tracked by Wall St. Rank hold DFAU as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 15,220 shares of Dimensional US Core Equity Market ETF worth $456K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,746 Dimensional US Core Equity Market ETF shares in Q3 2023, an estimated $54.4K.
  • Dimensional US Core Equity Market ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1285 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and has held it in 7 quarters since.
  • JP Morgan Private Wealth Advisors's Dimensional US Core Equity Market ETF position peaked at $549K in Q1 2023.
  • 321 funds tracked by Wall St. Rank held Dimensional US 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.