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 1,018,611 shares of DISV stock, worth $34.2 Million. This represents 3.76% of its overall portfolio holdings.
Number of Shares
1,018,611
Previous 972,480
4.74%
Holding current value
$34.2 Million
Previous $25.8 Million
14.8%
% of portfolio
3.76%
Previous 3.28%
Shares
12 transactions
Others Institutions Holding DISV
# of Institutions
351Shares Held
75.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$298 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$206 Million3.39% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$196 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$106 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$78.3 Million1.1% of portfolio