JACKSON THORNTON WEALTH MANAGEMENT, LLC DFSV Holdings History
JACKSON THORNTON WEALTH MANAGEMENT, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, JACKSON THORNTON WEALTH MANAGEMENT, LLC held 894,652.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $22.95 Mil. This investment constitutes 3.05% of their stock portfolio, and JACKSON THORNTON WEALTH MANAGEMENT, LLC now holds 0.56% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q3. And since then JACKSON THORNTON WEALTH MANAGEMENT, LLC has made 11 purchases of DFSV, at an average price of $25.50, for a total of 894,652.00 shares. Based on historical transaction data and DFSV's current price of $30.36, JACKSON THORNTON WEALTH MANAGEMENT, LLC's estimated gain on his DFSV holdings is $4.35 Mil, reflecting a 19.04% gain to date.
JACKSON THORNTON WEALTH MANAGEMENT, LLC DFSV ($30.36) Holding Chart
JACKSON THORNTON WEALTH MANAGEMENT, LLC DFSV ($30.36) 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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