JACKSON THORNTON WEALTH MANAGEMENT, LLC DFUS Holdings History
JACKSON THORNTON WEALTH MANAGEMENT, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, JACKSON THORNTON WEALTH MANAGEMENT, LLC held 425,573.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $24.22 Mil. This investment constitutes 3.22% of their stock portfolio, and JACKSON THORNTON WEALTH MANAGEMENT, LLC now holds 0.19% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q4. And since then JACKSON THORNTON WEALTH MANAGEMENT, LLC has made 7 purchases of DFUS, at an average price of $51.01, for a total of 460,989.00 shares. In addition, there have been 6 sales at an average price of $43.55 for 35,416.00 shares. Based on historical transaction data and DFUS's current price of $68.13, JACKSON THORNTON WEALTH MANAGEMENT, LLC's estimated gain on his DFUS holdings is $7.02 Mil, reflecting a 29.86% gain to date.
JACKSON THORNTON WEALTH MANAGEMENT, LLC DFUS ($68.13) Holding Chart
JACKSON THORNTON WEALTH MANAGEMENT, LLC DFUS ($68.13) 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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