JTWM
Jackson Thornton Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.35M | Buy |
356,221
+42,726
| +14% | +$1M | 0.96% | 18 |
|
|
2025
Q1 | $7.19M | Buy |
313,495
+22,729
| +8% | +$521K | 0.95% | 18 |
|
|
2024
Q4 | $6.77M | Buy |
290,766
+59,220
| +26% | +$1.38M | 0.86% | 17 |
|
|
2024
Q3 | $5.94M | Buy |
231,546
+76,556
| +49% | +$1.96M | 0.78% | 17 |
|
|
2024
Q2 | $3.43M | Buy |
+154,990
| New | +$3.43M | 0.52% | 20 |
|