JP Morgan Private Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$3.75M	Buy	80,500 +4,688	+6%	+$227K	0.01%	571
2023 Q2	$3.65M	Sell	75,812 -7,756	-9%	-$353K	0.02%	397
2023 Q1	$3.71M	Sell	83,568 -27,383	-25%	-$1.19M	0.01%	669
2022 Q4	$4.62M	Buy	110,951 +298	+0.3%	+$12.5K	0.01%	596
2022 Q3	$4.3M	Sell	110,653 -2,635	-2%	-$113K	0.01%	599
2022 Q2	$4.62M	Buy	113,288 +2,434	+2%	+$108K	0.01%	588
2022 Q1	$5.43M	Sell	110,854 -2,083	-2%	-$101K	0.01%	591
2021 Q4	$5.84M	Buy	112,937 +13,022	+13%	+$654K	0.01%	571
2021 Q3	$4.71M	Sell	99,915 -976	-1%	-$47.2K	0.01%	609
2021 Q2	$4.75M	Buy	+100,891	New	+$4.7M	0.01%	607

Other funds holding DFUS

IFA

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

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

SIS

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

MRWM

ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Dimensional US Equity ETF (DFUS) stake by 6.2% in Q3 2023, buying an estimated $227K and bringing the position to 80,500 shares worth $3.75M. The position accounts for 0.01% of the portfolio, ranked #571.

JP Morgan Private Wealth Advisors first reported a position in DFUS in Q2 2021 and has held it in 10 quarters since. The position peaked at $5.84M in Q4 2021. 476 funds tracked by Wall St. Rank hold DFUS as of Q3 2023.

JP Morgan Private Wealth Advisors held 80,500 shares of Dimensional US Equity ETF worth $3.75M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 4,688 Dimensional US Equity ETF shares in Q3 2023, an estimated $227K.
Dimensional US Equity ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #571 holding.
JP Morgan Private Wealth Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Dimensional US Equity ETF position peaked at $5.84M in Q4 2021.
476 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2023.

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