Jackson Thornton Asset Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Jackson Thornton Asset Management, LLC holds 290,766 shares of DFAR stock, worth $6.81 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
290,766
Previous 231,546
25.58%
Holding current value
$6.81 Million
Previous $5.94 Million
13.98%
% of portfolio
0.86%
Previous 0.79%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
250Shares Held
41.2MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$70.8 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$54.8 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$45.7 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$39.4 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.1 Million2.99% of portfolio