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
241Shares Held
25.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$128 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.3 Million2.05% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.6 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio