Jackson Thornton Asset Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Jackson Thornton Asset Management, LLC holds 98,803 shares of DUHP stock, worth $3.23 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
98,803
Previous 70,480
40.19%
Holding current value
$3.23 Million
Previous $2.38 Million
37.51%
% of portfolio
0.41%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
402Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Envestnet Asset Management Inc35MShares$1.14 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$266 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$230 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$227 Million4.35% of portfolio