JACKSON THORNTON WEALTH MANAGEMENT, LLC DFUV Holdings History
JACKSON THORNTON WEALTH MANAGEMENT, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, JACKSON THORNTON WEALTH MANAGEMENT, LLC held 1.72 Mil shares of Dimensional US Marketwide Value ETF(DFUV), totaling $65.58 Mil. This investment constitutes 8.71% of their stock portfolio, and JACKSON THORNTON WEALTH MANAGEMENT, LLC now holds 0.63% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then JACKSON THORNTON WEALTH MANAGEMENT, LLC has made 5 purchases of DFUV, at an average price of $33.77, for a total of 1.85 Mil shares. In addition, there have been 7 sales at an average price of $34.85 for 127,940.00 shares. Based on historical transaction data and DFUV's current price of $42.58, JACKSON THORNTON WEALTH MANAGEMENT, LLC's estimated gain on his DFUV holdings is $15.29 Mil, reflecting a 24.50% gain to date.
JACKSON THORNTON WEALTH MANAGEMENT, LLC DFUV ($42.58) Holding Chart
JACKSON THORNTON WEALTH MANAGEMENT, LLC DFUV ($42.58) 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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