JP Morgan Private Wealth Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$263K	Hold	11,070	–	–	﹤0.01%	1534
2023 Q2	$262K	Sell	11,070 -880	-7%	-$21.1K	﹤0.01%	1294
2023 Q1	$284K	Hold	11,950	–	–	﹤0.01%	1696
2022 Q4	$265K	Buy	+11,950	New	+$249K	﹤0.01%	1699

Other funds holding DISV

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

SIS

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

BSW

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

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

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Dimensional International Small Cap Value ETF (DISV) position steady in Q3 2023 at 11,070 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

JP Morgan Private Wealth Advisors first reported a position in DISV in Q4 2022 and has held it in 4 quarters since. The position peaked at $284K in Q1 2023. 185 funds tracked by Wall St. Rank hold DISV as of Q3 2023.

JP Morgan Private Wealth Advisors held 11,070 shares of Dimensional International Small Cap Value ETF worth $263K as of Q3 2023.
JP Morgan Private Wealth Advisors left its Dimensional International Small Cap Value ETF share count unchanged in Q3 2023.
Dimensional International Small Cap Value ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1534 holding.
JP Morgan Private Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 4 quarters since.
JP Morgan Private Wealth Advisors's Dimensional International Small Cap Value ETF position peaked at $284K in Q1 2023.
185 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2023.

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