Jackson Thornton Asset Management, LLC Purchases in Q3 2024

Jackson Thornton Asset Management, LLC

  • $752 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
128K
+ 4.7%
$51.0 - $57.07 $6.54M - $7.32M
2.86M $159M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
178K
+ 3.79%
$31.05 - $34.29 $5.52M - $6.1M
4.88M $167M
VGIT
Vanguard Intermediate Term Tre

ETFs
161K
+ 52.06%
$57.8 - $60.8 $9.31M - $9.79M
470K $28.4M
DFSD
Dimensional ETF Tr Short Durat

ETFs
151K
+ 88.45%
$47.0 - $47.84 $7.11M - $7.24M
323K $15.4M
DFIV
Dimensional ETF Tr

ETFs
82.8K
+ 5.14%
$34.66 - $38.38 $2.87M - $3.18M
1.69M $64.5M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
57.1K
+ 3.43%
$38.51 - $41.69 $2.2M - $2.38M
1.72M $71.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
165K
+ 23.19%
$26.06 - $29.18 $4.3M - $4.81M
876K $25.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
187K
+ 51.07%
$25.21 - $28.46 $4.71M - $5.32M
553K $15.6M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
95.2K
+ 80.13%
$48.06 - $49.39 $4.57M - $4.7M
214K $10.5M
DFIC
Dimensional ETF Tr Dimensional

ETFs
93.9K
+ 86.17%
$25.36 - $28.37 $2.38M - $2.66M
203K $5.71M
VLUE
Ishares Msci Usa Value Factor

ETFs
22.4K
New
$99.14 - $109.18 $2.22M - $2.45M
22.4K $2.44M
DFSV
Dimensional ETF Tr Dimensional

ETFs
24.9K
+ 3.1%
$28.25 - $31.7 $704K - $789K
828K $25.5M
DFUS
Dimensional ETF Tr U S Equity

ETFs
10.7K
+ 2.67%
$56.04 - $62.2 $600K - $665K
411K $25.6M
AVDV
American Centy ETF Tr Avantis

ETFs
6.11K
+ 7.81%
$62.52 - $71.12 $382K - $434K
84.3K $5.96M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.04K
+ 79.9%
$113.41 - $125.62 $685K - $758K
13.6K $1.71M
VUG
Vanguard Growth ETF

ETFs
1.42K
New
$341.08 - $391.94 $484K - $556K
1.42K $544K
AAPL
Apple Inc.

Technology
145
+ 0.87%
$207.23 - $234.82 $30K - $34K
16.9K $3.93M
DFAI
Dimensional ETF Tr

ETFs
7.38K
+ 9.51%
$28.69 - $32.06 $212K - $237K
85K $2.7M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
11.7K
New
$26.43 - $29.86 $308K - $348K
11.7K $344K
HD
Home Depot, Inc.

Consumer Cyclical
569
New
$333.64 - $405.2 $190K - $231K
569 $230K
JNJ
Johnson & Johnson

Healthcare
1.38K
New
$145.48 - $167.38 $200K - $230K
1.38K $222K
IDEV
Ishares Core Msci Intl Develop

ETFs
2.66K
+ 41.94%
$63.46 - $71.43 $169K - $190K
8.99K $636K
WMT
Walmart Inc.

Consumer Defensive
2.73K
New
$66.91 - $81.4 $183K - $222K
2.73K $220K
PG
Procter & Gamble CO

Consumer Defensive
1.21K
New
$160.76 - $177.82 $194K - $215K
1.21K $208K
NVDA
Nvidia Corp

Technology
1.69K
+ 19.94%
$98.91 - $134.91 $168K - $229K
10.2K $1.24M
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.26K
+ 11.22%
$24.06 - $26.97 $78.4K - $87.9K
32.3K $867K
AVRE
American Centy ETF Tr Avantis
2.34K
+ 39.06%
$40.95 - $48.28 $95.7K - $113K
8.32K $392K
SO
Southern CO

Utilities
3
+ 0.03%
$77.0 - $90.52 $231 - $272
10.7K $961K
AVSC
American Centy ETF Tr Avantis
443
+ 2.0%
$49.07 - $56.13 $21.7K - $24.9K
22.6K $1.22M
DIHP
Dimensional ETF Tr Dimensional

ETFs
2.48K
+ 9.72%
$25.23 - $27.94 $62.6K - $69.3K
28K $775K
VNQ
Vanguard Specialized Funds Van

ETFs
8
+ 0.21%
$82.97 - $98.97 $664 - $792
3.77K $367K
AVGO
Broadcom Inc.

Technology
2.99K
+ 855.43%
$136.27 - $1745.86 $408K - $5.23M
3.34K $576K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
36
+ 0.27%
$47.7 - $48.54 $1.72K - $1.75K
13.2K $642K
Dimensional ETF Trust
952
+ 5.68%
N/A
17.7K $0
AMZN
Amazon Com Inc

Consumer Cyclical
55
+ 1.85%
$161.02 - $200.0 $8.86K - $11K
3.03K $563K
GOOG
Alphabet Inc.

Communication Services
2
+ 0.1%
$149.54 - $192.66 $299 - $385
1.96K $327K
GOOGL
Alphabet Inc.

Communication Services
11
+ 0.47%
$148.65 - $191.18 $1.64K - $2.1K
2.35K $390K
Activity Summary
Buys All Purchases 38 New Holdings 7 Increased Positions 31 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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