JP Morgan Private Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-22,043	Closed	-$514K	–	1730
2023 Q2	$514K	Sell	22,043 -6,367	-22%	-$148K	﹤0.01%	1013
2023 Q1	$655K	Buy	28,410 +127	+0.4%	+$2.9K	﹤0.01%	1355
2022 Q4	$611K	Sell	28,283 -10,925	-28%	-$227K	﹤0.01%	1386
2022 Q3	$741K	Buy	39,208 +6,887	+21%	+$146K	﹤0.01%	1285
2022 Q2	$693K	Hold	32,321	–	–	﹤0.01%	1316
2022 Q1	$806K	Hold	32,321	–	–	﹤0.01%	1314
2021 Q4	$844K	Hold	32,321	–	–	﹤0.01%	1328
2021 Q3	$836K	Buy	+32,321	New	+$855K	﹤0.01%	1295

Other funds holding DFAX

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2023, closing a stake of 22,043 shares — an estimated $514K sold.

JP Morgan Private Wealth Advisors first reported a position in DFAX in Q3 2021 and held it in 8 quarters. The position peaked at $844K in Q4 2021. 397 funds tracked by Wall St. Rank hold DFAX as of Q3 2023.

JP Morgan Private Wealth Advisors reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 22,043 Dimensional World ex US Core Equity 2 ETF shares in Q3 2023, an estimated $514K.
JP Morgan Private Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $844K in Q4 2021.
397 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2023.

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