JACKSON THORNTON WEALTH MANAGEMENT, LLC DFAC Holdings History
JACKSON THORNTON WEALTH MANAGEMENT, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, JACKSON THORNTON WEALTH MANAGEMENT, LLC held 4.97 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $153.22 Mil. This investment constitutes 20.34% of their stock portfolio, and JACKSON THORNTON WEALTH MANAGEMENT, LLC now holds 0.52% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then JACKSON THORNTON WEALTH MANAGEMENT, LLC has made 9 purchases of DFAC, at an average price of $28.38, for a total of 5.33 Mil shares. In addition, there have been 4 sales at an average price of $28.12 for 369,438.00 shares. Based on historical transaction data and DFAC's current price of $36.53, JACKSON THORNTON WEALTH MANAGEMENT, LLC's estimated gain on his DFAC holdings is $40.37 Mil, reflecting a 26.66% gain to date.
JACKSON THORNTON WEALTH MANAGEMENT, LLC DFAC ($36.53) Holding Chart
JACKSON THORNTON WEALTH MANAGEMENT, LLC DFAC ($36.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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