Jackson Thornton Asset Management, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Jackson Thornton Asset Management, LLC holds 381,296 shares of DFSD stock, worth $18 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
381,296
Previous 322,525
18.22%
Holding current value
$18 Million
Previous $15.4 Million
16.09%
% of portfolio
2.27%
Previous 2.05%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
320Shares Held
64.1MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio