JTWM
Jackson Thornton Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.1M | Buy |
432,006
+6,433
| +2% | +$433K | 3.33% | 8 |
|
|
2025
Q1 | $24.2M | Buy |
425,573
+253
| +0.1% | +$14.4K | 3.22% | 8 |
|
|
2024
Q4 | $27.1M | Buy |
425,320
+13,848
| +3% | +$883K | 3.43% | 8 |
|
|
2024
Q3 | $25.6M | Buy |
411,472
+10,698
| +3% | +$665K | 3.38% | 7 |
|
|
2024
Q2 | $23.6M | Buy |
400,774
+32,274
| +9% | +$1.9M | 3.61% | 6 |
|
|
2024
Q1 | $21M | Buy |
368,500
+3,134
| +0.9% | +$179K | 3.56% | 7 |
|
|
2023
Q4 | $18.9M | Buy |
365,366
+30,780
| +9% | +$1.6M | 3.48% | 7 |
|
|
2023
Q3 | $15.6M | Sell |
334,586
-2,222
| -0.7% | -$103K | 3.23% | 7 |
|
|
2023
Q2 | $16.2M | Sell |
336,808
-1,615
| -0.5% | -$77.8K | 3.26% | 6 |
|
|
2023
Q1 | $15M | Sell |
338,423
-2,919
| -0.9% | -$130K | 3.4% | 7 |
|
|
2022
Q4 | $14.2M | Sell |
341,342
-13,195
| -4% | -$549K | 3.39% | 7 |
|
|
2022
Q3 | $13.8M | Sell |
354,537
-11,449
| -3% | -$444K | 3.75% | 7 |
|
|
2022
Q2 | $14.9M | Buy |
365,986
+5,643
| +2% | +$230K | 4.23% | 6 |
|
|
2022
Q1 | $17.7M | Sell |
360,343
-4,016
| -1% | -$197K | 4.54% | 5 |
|
|
2021
Q4 | $18.8M | Buy |
+364,359
| New | +$18.8M | 5.39% | 5 |
|