Jackson Thornton Asset Management, LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Jackson Thornton Asset Management, LLC holds 2,878,712 shares of DFAT stock, worth $162 Million. This represents 18.79% of its overall portfolio holdings.
Number of Shares
2,878,712
Previous 2,954,177
2.55%
Holding current value
$162 Million
Previous $164 Million
9.86%
% of portfolio
18.79%
Previous 20.9%
Shares
16 transactions
Others Institutions Holding DFAT
# of Institutions
775Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$783 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$699 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$499 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$355 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$284 Million1.97% of portfolio