Jackson Thornton Asset Management, LLC Dimensional ETF Tr U S Target Transaction History
Jackson Thornton Asset Management, LLC
- $752 Million
- Q3 2024
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 2,858,921 shares of DFAT stock, worth $160 Million. This represents 21.14% of its overall portfolio holdings.
Number of Shares
2,858,921
Previous 2,730,641
4.7%
Holding current value
$160 Million
Previous $142 Million
12.29%
% of portfolio
21.14%
Previous 21.82%
Shares
14 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$793 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$492 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$413 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$291 Million2.46% of portfolio