Jackson Thornton Asset Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Jackson Thornton Asset Management, LLC
- $971 Million
- Q3 2025
A detailed history of Jackson Thornton Asset Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Jackson Thornton Asset Management, LLC holds 25,448 shares of DFNM stock, worth $1.23 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
25,448
Previous 23,903
6.46%
Holding current value
$1.23 Million
Previous $1.13 Million
7.68%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio