JTWM
Jackson Thornton Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.25M | Sell |
297,488
-5,410
| -2% | -$168K | 1.06% | 16 |
|
2025
Q1 | $8.43M | Buy |
302,898
+23,267
| +8% | +$647K | 1.12% | 16 |
|
2024
Q4 | $7.23M | Buy |
279,631
+76,852
| +38% | +$1.99M | 0.91% | 16 |
|
2024
Q3 | $5.71M | Buy |
202,779
+93,860
| +86% | +$2.64M | 0.75% | 19 |
|
2024
Q2 | $2.86M | Buy |
+108,919
| New | +$2.86M | 0.44% | 21 |
|