JACKSON THORNTON WEALTH MANAGEMENT, LLC DFAX Holdings History
JACKSON THORNTON WEALTH MANAGEMENT, LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, JACKSON THORNTON WEALTH MANAGEMENT, LLC held 1.54 Mil shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $39.80 Mil. This investment constitutes 5.28% of their stock portfolio, and JACKSON THORNTON WEALTH MANAGEMENT, LLC now holds 0.53% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2021Q4. And since then JACKSON THORNTON WEALTH MANAGEMENT, LLC has made 7 purchases of DFAX, at an average price of $24.83, for a total of 2.18 Mil shares. In addition, there have been 6 sales at an average price of $24.15 for 648,924.00 shares. Based on historical transaction data and DFAX's current price of $29.48, JACKSON THORNTON WEALTH MANAGEMENT, LLC's estimated gain on his DFAX holdings is $6.70 Mil, reflecting a 12.35% gain to date.
JACKSON THORNTON WEALTH MANAGEMENT, LLC DFAX ($29.48) Holding Chart
JACKSON THORNTON WEALTH MANAGEMENT, LLC DFAX ($29.48) 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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