JACKSON THORNTON WEALTH MANAGEMENT, LLC DFAT Holdings History
JACKSON THORNTON WEALTH MANAGEMENT, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, JACKSON THORNTON WEALTH MANAGEMENT, LLC held 2.88 Mil shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $136.39 Mil. This investment constitutes 18.11% of their stock portfolio, and JACKSON THORNTON WEALTH MANAGEMENT, LLC now holds 1.46% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q4. And since then JACKSON THORNTON WEALTH MANAGEMENT, LLC has made 7 purchases of DFAT, at an average price of $47.06, for a total of 3.62 Mil shares. In addition, there have been 6 sales at an average price of $45.86 for 737,218.00 shares. Based on historical transaction data and DFAT's current price of $55.35, JACKSON THORNTON WEALTH MANAGEMENT, LLC's estimated gain on his DFAT holdings is $22.96 Mil, reflecting a 13.49% gain to date.
JACKSON THORNTON WEALTH MANAGEMENT, LLC DFAT ($55.35) Holding Chart
JACKSON THORNTON WEALTH MANAGEMENT, LLC DFAT ($55.35) 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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