Jackson Thornton Asset Management, LLC Dimensional ETF Tr Natl Mun Bd 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 Natl Mun Bd stock. As of the latest transaction made, Jackson Thornton Asset Management, LLC holds 14,668 shares of DFNM stock, worth $704,357. This represents 0.09% of its overall portfolio holdings.
Number of Shares
14,668
Previous 13,241
10.78%
Holding current value
$704,357
Previous $642,000
9.03%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
236Shares Held
24.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$130 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.9 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.3 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio