Jackson Thornton Asset Management, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Jackson Thornton Asset Management, LLC holds 322,525 shares of DFSD stock, worth $15.1 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
322,525
Previous 171,144
88.45%
Holding current value
$15.1 Million
Previous $8.04 Million
91.43%
% of portfolio
2.05%
Previous 1.24%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio