Jackson Thornton Asset Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Jackson Thornton Asset Management, LLC holds 48,347 shares of DUHP stock, worth $1.67 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
48,347
Previous 48,597
0.51%
Holding current value
$1.67 Million
Previous $1.55 Million
5.98%
% of portfolio
0.22%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.31 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$288 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$233 Million15.86% of portfolio