JTWM
Jackson Thornton Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Buy |
413,466
+19,688
| +5% | +$943K | 2.27% | 12 |
|
|
2025
Q1 | $18.7M | Buy |
393,778
+12,482
| +3% | +$593K | 2.48% | 11 |
|
|
2024
Q4 | $17.9M | Buy |
381,296
+58,771
| +18% | +$2.76M | 2.26% | 11 |
|
|
2024
Q3 | $15.4M | Buy |
322,525
+151,381
| +88% | +$7.23M | 2.04% | 12 |
|
|
2024
Q2 | $8.04M | Buy |
171,144
+157,266
| +1,133% | +$7.39M | 1.23% | 14 |
|
|
2024
Q1 | $653K | Buy |
13,878
+8,928
| +180% | +$420K | 0.11% | 28 |
|
|
2023
Q4 | $233K | Buy |
+4,950
| New | +$233K | 0.04% | 51 |
|