Jackson Thornton Asset Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Jackson Thornton Asset Management, LLC holds 32,321 shares of DFIS stock, worth $793,803. This represents 0.12% of its overall portfolio holdings.
Number of Shares
32,321
Previous 29,061
11.22%
Holding current value
$793,803
Previous $715,000
21.26%
% of portfolio
0.12%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
195Shares Held
78.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$544 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$303 Million11.41% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$249 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$98.6 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$64 Million3.04% of portfolio