Jackson Thornton Asset Management, LLC Dimensional ETF Tr U S Target Transaction History
Jackson Thornton Asset Management, LLC
- $789 Million
- Q1 2025
A detailed history of Jackson Thornton Asset Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Jackson Thornton Asset Management, LLC holds 2,878,712 shares of DFAT stock, worth $141 Million. This represents 18.79% of its overall portfolio holdings.
Number of Shares
2,878,712
Previous 2,954,177
2.55%
Holding current value
$141 Million
Previous $164 Million
9.86%
% of portfolio
18.79%
Previous 20.9%
Shares
16 transactions
Others Institutions Holding DFAT
# of Institutions
759Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$691 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
-
Savant Capital, LLC5.13MShares$252 Million2.33% of portfolio