JACKSON THORNTON WEALTH MANAGEMENT, LLC DISV Holdings History
JACKSON THORNTON WEALTH MANAGEMENT, LLC's Dimensional International Small Cap Value ETF Holding Summary
As of 2025-03-31, JACKSON THORNTON WEALTH MANAGEMENT, LLC held 1.02 Mil shares of Dimensional International Small Cap Value ETF(DISV), totaling $29.74 Mil. This investment constitutes 3.95% of their stock portfolio, and JACKSON THORNTON WEALTH MANAGEMENT, LLC now holds 1.09% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.
The initial trade took place in 2022Q3. And since then JACKSON THORNTON WEALTH MANAGEMENT, LLC has made 10 purchases of DISV, at an average price of $25.62, for a total of 1.03 Mil shares. In addition, there have been 1 sales at an average price of $24.04 for 7,983.00 shares. Based on historical transaction data and DISV's current price of $32.99, JACKSON THORNTON WEALTH MANAGEMENT, LLC's estimated gain on his DISV holdings is $7.49 Mil, reflecting a 28.49% gain to date.
JACKSON THORNTON WEALTH MANAGEMENT, LLC DISV ($32.99) Holding Chart
JACKSON THORNTON WEALTH MANAGEMENT, LLC DISV ($32.99) 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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