Number of Shares
753,473.00
Current Holdings Value*
$19.25 Mil
% of Portfolio
2.56%
Total Estimate Gain
$3.07 Mil
% of Total Estimate Gain
15.59%

JACKSON THORNTON WEALTH MANAGEMENT, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary

As of 2025-03-31, JACKSON THORNTON WEALTH MANAGEMENT, LLC held 753,473.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $19.25 Mil. This investment constitutes 2.56% of their stock portfolio, and JACKSON THORNTON WEALTH MANAGEMENT, LLC now holds 0.41% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.

The initial trade took place in 2023Q4. And since then JACKSON THORNTON WEALTH MANAGEMENT, LLC has made 6 purchases of DFEM, at an average price of $26.16, for a total of 753,473.00 shares. Based on historical transaction data and DFEM's current price of $30.24, JACKSON THORNTON WEALTH MANAGEMENT, LLC's estimated gain on his DFEM holdings is $3.07 Mil, reflecting a 15.59% gain to date.

JACKSON THORNTON WEALTH MANAGEMENT, LLC DFEM ($30.24) Holding Chart

JACKSON THORNTON WEALTH MANAGEMENT, LLC DFEM ($30.24) 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 %

Top Ranked Articles

  • 1