Jackson Thornton Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Jackson Thornton Asset Management, LLC
- $856 Million
- Q2 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 356,221 shares of DFAR stock, worth $8.25 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
356,221
Previous 313,495
13.63%
Holding current value
$8.25 Million
Previous $7.45 Million
12.15%
% of portfolio
0.98%
Previous 0.94%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
44.1MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$72.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$57.7 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$49.6 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$48 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$41.4 Million3.53% of portfolio