Jackson Thornton Asset Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Jackson Thornton Asset Management, LLC holds 68,443 shares of DFIS stock, worth $1.99 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
68,443
Previous 44,475
53.89%
Holding current value
$1.99 Million
Previous $1.09 Million
61.9%
% of portfolio
0.22%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$535 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$362 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$332 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$113 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$110 Million1.68% of portfolio