Jackson Thornton Asset Management, LLC Dimensional ETF Tr Natl Mun Bd 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 Natl Mun Bd stock. As of the latest transaction made, Jackson Thornton Asset Management, LLC holds 22,818 shares of DFNM stock, worth $1.08 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
22,818
Previous 14,668
55.56%
Holding current value
$1.08 Million
Previous $700,000
55.0%
% of portfolio
0.14%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
27.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio