Jackson Thornton Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Jackson Thornton Asset Management, LLC
- $752 Million
- Q3 2024
A detailed history of Jackson Thornton Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Jackson Thornton Asset Management, LLC holds 231,546 shares of DFAR stock, worth $5.29 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
231,546
Previous 154,990
49.39%
Holding current value
$5.29 Million
Previous $3.43 Million
73.31%
% of portfolio
0.79%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
220Shares Held
35.5MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$67.4 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$50.2 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$44 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$37.2 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$30.3 Million2.99% of portfolio