Jackson Thornton Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Jackson Thornton Asset Management, LLC
- $856 Million
- Q2 2025
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 67,551 shares of DFIS stock, worth $2.07 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
67,551
Previous 68,443
1.3%
Holding current value
$2.07 Million
Previous $1.77 Million
13.97%
% of portfolio
0.24%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding DFIS
# of Institutions
263Shares Held
85.1MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$564 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$382 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.59MShares$110 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$89.9 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$87.5 Million1.31% of portfolio