Jackson Thornton Asset Management, LLC Dimensional ETF Tr Transaction History
Jackson Thornton Asset Management, LLC
- $787 Million
- Q4 2024
A detailed history of Jackson Thornton Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Jackson Thornton Asset Management, LLC holds 105,898 shares of DFAI stock, worth $3.3 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
105,898
Previous 85,001
24.58%
Holding current value
$3.3 Million
Previous $2.7 Million
14.48%
% of portfolio
0.39%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$187 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio