JTWM
Jackson Thornton Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179M | Sell |
4,942,183
-22,864
| -0.5% | -$829K | 20.52% | 1 |
|
|
2025
Q1 | $153M | Sell |
4,965,047
-55,117
| -1% | -$1.7M | 20.34% | 1 |
|
|
2024
Q4 | $174M | Buy |
5,020,164
+143,046
| +3% | +$4.95M | 21.95% | 1 |
|
|
2024
Q3 | $167M | Buy |
4,877,118
+177,938
| +4% | +$6.1M | 22.11% | 1 |
|
|
2024
Q2 | $152M | Buy |
4,699,180
+250,379
| +6% | +$8.07M | 23.19% | 1 |
|
|
2024
Q1 | $142M | Buy |
4,448,801
+54,608
| +1% | +$1.74M | 24.1% | 1 |
|
|
2023
Q4 | $128M | Sell |
4,394,193
-164,788
| -4% | -$4.82M | 23.61% | 2 |
|
|
2023
Q3 | $119M | Sell |
4,558,981
-116,828
| -2% | -$3.06M | 24.75% | 1 |
|
|
2023
Q2 | $127M | Buy |
4,675,809
+104,038
| +2% | +$2.82M | 25.53% | 1 |
|
|
2023
Q1 | $116M | Buy |
4,571,771
+32,731
| +0.7% | +$834K | 26.32% | 1 |
|
|
2022
Q4 | $110M | Buy |
4,539,040
+154,398
| +4% | +$3.75M | 26.33% | 1 |
|
|
2022
Q3 | $97.5M | Buy |
4,384,642
+83,109
| +2% | +$1.85M | 26.54% | 2 |
|
|
2022
Q2 | $100M | Sell |
4,301,533
-32,705
| -0.8% | -$762K | 28.42% | 1 |
|
|
2022
Q1 | $120M | Buy |
4,334,238
+65,166
| +2% | +$1.8M | 30.71% | 2 |
|
|
2021
Q4 | $124M | Buy |
+4,269,072
| New | +$124M | 35.42% | 1 |
|