JACKSON THORNTON WEALTH MANAGEMENT, LLC DFAU Holdings History
JACKSON THORNTON WEALTH MANAGEMENT, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, JACKSON THORNTON WEALTH MANAGEMENT, LLC held 302,148.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $10.90 Mil. This investment constitutes 1.45% of their stock portfolio, and JACKSON THORNTON WEALTH MANAGEMENT, LLC now holds 0.16% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2022Q3. And since then JACKSON THORNTON WEALTH MANAGEMENT, LLC has made 8 purchases of DFAU, at an average price of $32.40, for a total of 311,100.00 shares. In addition, there have been 3 sales at an average price of $36.19 for 8,952.00 shares. Based on historical transaction data and DFAU's current price of $43.11, JACKSON THORNTON WEALTH MANAGEMENT, LLC's estimated gain on his DFAU holdings is $3.27 Mil, reflecting a 32.45% gain to date.
JACKSON THORNTON WEALTH MANAGEMENT, LLC DFAU ($43.11) Holding Chart
JACKSON THORNTON WEALTH MANAGEMENT, LLC DFAU ($43.11) 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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