JACKSON THORNTON WEALTH MANAGEMENT, LLC DFAS Holdings History
JACKSON THORNTON WEALTH MANAGEMENT, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, JACKSON THORNTON WEALTH MANAGEMENT, LLC held 308,450.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $17.17 Mil. This investment constitutes 2.28% of their stock portfolio, and JACKSON THORNTON WEALTH MANAGEMENT, LLC now holds 0.2% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2021Q4. And since then JACKSON THORNTON WEALTH MANAGEMENT, LLC has made 5 purchases of DFAS, at an average price of $59.22, for a total of 340,915.00 shares. In addition, there have been 8 sales at an average price of $56.74 for 32,465.00 shares. Based on historical transaction data and DFAS's current price of $65.25, JACKSON THORNTON WEALTH MANAGEMENT, LLC's estimated gain on his DFAS holdings is $1.78 Mil, reflecting a 8.81% gain to date.
JACKSON THORNTON WEALTH MANAGEMENT, LLC DFAS ($65.25) Holding Chart
JACKSON THORNTON WEALTH MANAGEMENT, LLC DFAS ($65.25) 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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