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DFATDFAT
7 quarters

Position history for JPMORGAN CHASE & COJPMORGAN CHASE & CO's holdings in DIMENSIONAL US TARGET VALUE

JPMORGAN CHASE & CO holds 658,102 shares of DFAT (DIMENSIONAL US TARGET VALUE), worth $46M as of 2026-Q2. The position was increased (+5.3% shares). DFAT represents 0.0% of JPMORGAN CHASE & CO's portfolio.

Current Value

$46M

Current Shares

658,102

Total Value Change

+$20.3M

Total Shares Change

+196,605

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
658,102
+5.3%
$46M0.0%$69.90
31
2026-Q1
Decreased
625,136
-3.2%
$38.3M0.0%$64.60
0
2025-Q4
Decreased
645,992
-43.8%
$38.5M0.0%$60.15
0
2025-Q3
Increased
1.1M
+114.3%
$66.9M0.0%$57.96
48
2025-Q2
Increased
536,252
+5.8%
$28.9M0.0%$53.50
30
2025-Q1
Increased
507,099
+9.9%
$26.1M0.0%$50.77
32
2024-Q4
New
461,497
-
$25.7M0.0%$54.59
40

Other major holders of DFAT: Cerity Partners LLC, Focus Partners Wealth, Creative Planning

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