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 279,631 shares of DFIC stock, worth $7.72 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
279,631
Previous 202,779
37.9%
Holding current value
$7.72 Million
Previous $5.71 Million
26.67%
% of portfolio
0.92%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
437Shares Held
2.28BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.8 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$813 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$756 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$451 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio