JTWM
Jackson Thornton Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
19,415
+698
| +4% | +$18.7K | 0.06% | 52 |
|
|
2025
Q1 | $483K | Sell |
18,717
-25
| -0.1% | -$645 | 0.06% | 54 |
|
|
2024
Q4 | $479K | Buy |
18,742
+1,040
| +6% | +$26.6K | 0.06% | 51 |
|
|
2024
Q3 | $511K | Buy |
17,702
+952
| +6% | +$27.5K | 0.07% | 42 |
|
|
2024
Q2 | $419K | Buy |
16,750
+3,302
| +25% | +$82.5K | 0.06% | 43 |
|
|
2024
Q1 | $343K | Buy |
13,448
+2,450
| +22% | +$62.5K | 0.06% | 39 |
|
|
2023
Q4 | $286K | Buy |
+10,998
| New | +$286K | 0.05% | 42 |
|