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JP Morgan Private Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.69M Sell
79,068
-30,063
-28% -$1.05M 0.01% 653
2023
Q2 		$3.77M Sell
109,131
-62,324
-36% -$2.08M 0.02% 389
2023
Q1 		$5.74M Sell
171,455
-25,280
-13% -$865K 0.01% 549
2022
Q4 		$6.59M Sell
196,735
-1,436
-0.7% -$47.7K 0.01% 515
2022
Q3 		$5.87M Sell
198,171
-528
-0.3% -$17.2K 0.02% 519
2022
Q2 		$6.28M Buy
+198,699
New +$6.61M 0.02% 515

Other funds holding DFUV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 28% in Q3 2023, selling an estimated $1.05M and leaving 79,068 shares worth $2.69M. The position accounts for 0.01% of the portfolio, ranked #653.

JP Morgan Private Wealth Advisors first reported a position in DFUV in Q2 2022 and has held it in 6 quarters since. The position peaked at $6.59M in Q4 2022. 489 funds tracked by Wall St. Rank hold DFUV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 79,068 shares of Dimensional US Marketwide Value ETF worth $2.69M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 30,063 Dimensional US Marketwide Value ETF shares in Q3 2023, an estimated $1.05M.
  • Dimensional US Marketwide Value ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #653 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 6 quarters since.
  • JP Morgan Private Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $6.59M in Q4 2022.
  • 489 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2023.

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