JP Morgan Private Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-24,179	Closed	-$794K	–	1731
2023 Q2	$794K	Sell	24,179 -19,820	-45%	-$651K	﹤0.01%	848
2023 Q1	$1.42M	Buy	43,999 +4,452	+11%	+$144K	﹤0.01%	1012
2022 Q4	$1.2M	Sell	39,547 -2,798	-7%	-$81.2K	﹤0.01%	1062
2022 Q3	$1.09M	Sell	42,345 -2,828	-6%	-$80.8K	﹤0.01%	1092
2022 Q2	$1.3M	Sell	45,173 -195	-0.4%	-$6.22K	﹤0.01%	1005
2022 Q1	$1.52M	Buy	45,368 +9,498	+26%	+$321K	﹤0.01%	1018
2021 Q4	$1.18M	Buy	35,870 +915	+3%	+$30.4K	﹤0.01%	1161
2021 Q3	$1.15M	Buy	+34,955	New	+$1.15M	﹤0.01%	1154

Other funds holding DFIV

BSW

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

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

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

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

SIS

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

IFA

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors sold out of Dimensional International Value ETF (DFIV) in Q3 2023, closing a stake of 24,179 shares — an estimated $794K sold.

JP Morgan Private Wealth Advisors first reported a position in DFIV in Q3 2021 and held it in 8 quarters. The position peaked at $1.52M in Q1 2022. 417 funds tracked by Wall St. Rank hold DFIV as of Q3 2023.

JP Morgan Private Wealth Advisors reported no remaining Dimensional International Value ETF position as of Q3 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 24,179 Dimensional International Value ETF shares in Q3 2023, an estimated $794K.
JP Morgan Private Wealth Advisors first reported a position in Dimensional International Value ETF in Q3 2021 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's Dimensional International Value ETF position peaked at $1.52M in Q1 2022.
417 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2023.

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