JACKSON THORNTON WEALTH MANAGEMENT, LLC DFIV Holdings History
JACKSON THORNTON WEALTH MANAGEMENT, LLC's Dimensional International Value ETF Holding Summary
As of 2025-03-31, JACKSON THORNTON WEALTH MANAGEMENT, LLC held 1.70 Mil shares of Dimensional International Value ETF(DFIV), totaling $65.56 Mil. This investment constitutes 8.7% of their stock portfolio, and JACKSON THORNTON WEALTH MANAGEMENT, LLC now holds 0.63% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2021Q4. And since then JACKSON THORNTON WEALTH MANAGEMENT, LLC has made 9 purchases of DFIV, at an average price of $32.99, for a total of 2.15 Mil shares. In addition, there have been 4 sales at an average price of $32.43 for 454,878.00 shares. Based on historical transaction data and DFIV's current price of $42.72, JACKSON THORNTON WEALTH MANAGEMENT, LLC's estimated gain on his DFIV holdings is $16.25 Mil, reflecting a 22.89% gain to date.
JACKSON THORNTON WEALTH MANAGEMENT, LLC DFIV ($42.72) Holding Chart
JACKSON THORNTON WEALTH MANAGEMENT, LLC DFIV ($42.72) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
