Jackson Thornton Asset Management, LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Jackson Thornton Asset Management, LLC holds 2,954,177 shares of DFAT stock, worth $163 Million. This represents 20.9% of its overall portfolio holdings.
Number of Shares
2,954,177
Previous 2,858,921
3.33%
Holding current value
$163 Million
Previous $159 Million
3.39%
% of portfolio
20.9%
Previous 21.14%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
747Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$777 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$687 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$494 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$397 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$283 Million2.33% of portfolio