Jackson Thornton Asset Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Jackson Thornton Asset Management, LLC
- $752 Million
- Q3 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 13,241 shares of DFNM stock, worth $637,289. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,241
Previous 13,205
0.27%
Holding current value
$637,289
Previous $630,000
1.9%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.5 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio