JT

JACKSON THORNTON WEALTH MANAGEMENT, LLC

13F
JACKSON THORNTON WEALTH MANAGEMENT, LLC
Last update 2025-04-29 101 Stocks (22 new)
Value $753.00 Mil Turnover 4 %
Countries:
Top Holdings: DFAC(20.34%)DFAT(18.11%)DFUV(8.71%)DFIV(8.70%)DFAX(5.28%)
Summary Stock Picks Current Portfolio
JACKSON THORNTON WEALTH MANAGE... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
4,965,047
153,221.3
-1.10%
20.340
-0.24%
0.520
+18.17%
+7.50%
36,018.1
 
DFAT
Dimensional U.S. Targeted Value ETF
2,878,712
136,393.4
-2.55%
18.110
-0.53%
1.460
+18.33%
+2.85%
11,244.3
 
DFUV
Dimensional US Marketwide Value ETF
1,720,713
65,576.4
-0.03%
8.710
0%
0.630
+13.14%
+7.21%
11,902.3
 
DFIV
Dimensional International Value ETF
1,697,095
65,558.8
-1.78%
8.700
-0.14%
0.630
+15.49%
+28.47%
12,672.5
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
1,535,422
39,798.1
-6.09%
5.280
-0.31%
0.530
+16.54%
+23.75%
9,120.8
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
559,865
33,194.4
+1.31%
4.410
+0.06%
0.110
+1.30%
+4.24%
31,616.8
 
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
1,018,611
29,743.4
+4.74%
3.950
+0.18%
1.090
+17.66%
+31.22%
3,373.1
 
DFUS
Dimensional U.S. Equity Market ETF
425,573
24,219.4
+0.06%
3.220
0%
0.190
+19.14%
+8.51%
15,968.9
 
DFSV
Dimensional US Small Cap Value ETF
894,652
22,947.8
+0.66%
3.050
+0.02%
0.560
+19.85%
+2.03%
5,021.5
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
753,473
19,251.2
+16.22%
2.560
+0.36%
0.410
+18.49%
+18.53%
5,825.7
 

JACKSON THORNTON WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns

JACKSON THORNTON WEALTH MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAT
Dimensional U.S. Targeted Value ETF
2025-03-31
Reduce
Reduce
-0.53%
●
50.44 ($55.03) 58.1
$56.81
3.23%
Reduce -2.55%
2,878,712
-75,465
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Add
Add
+0.43%
●
84.96 ($93.96) 100.71
$96.59
2.80%
Add 195.74%
60,559
40,082
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-03-31
Add
Add
+0.36%
●
25.35 ($26.59) 27.46
$30.71
15.49%
Add 16.22%
753,473
105,163
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-03-31
Add
Add
+0.32%
●
37.84 ($40.57) 42.31
$43.57
7.39%
Add 28.61%
302,148
67,221
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
2025-03-31
Reduce
Reduce
-0.31%
●
24.45 ($25.96) 27.21
$30.30
16.72%
Reduce -6.09%
1,535,422
-99,550
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Reduce
Reduce
-0.24%
●
32.42 ($34.71) 36.1
$36.98
6.54%
Reduce -1.1%
4,965,047
-55,117
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
2025-03-31
Add
Add
+0.18%
●
26.08 ($28.17) 30.23
$34.21
21.44%
Add 4.74%
1,018,611
46,131
DFIV
Dimensional International Value ETF
2025-03-31
Reduce
Reduce
-0.14%
●
35.33 ($38.16) 40.8
$44.63
16.95%
Reduce -1.78%
1,697,095
-30,807
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+0.12%
●
28.88 ($30.87) 32.4
$35.46
14.87%
Add 28.03%
135,577
29,679
DFAS
Dimensional U.S. Small Cap ETF
2025-03-31
Add
Add
+0.12%
●
58.81 ($64.31) 68.2
$66.55
3.48%
Add 5.4%
308,450
15,799

JACKSON THORNTON WEALTH MANAGEMENT, LLC Total Holding History ($B)

To

JACKSON THORNTON WEALTH MANAGEMENT, LLC's Asset Allocation

To

JACKSON THORNTON WEALTH MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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JACKSON THORNTON WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31

JACKSON THORNTON WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

JACKSON THORNTON WEALTH MANAGEMENT, LLC's Holdings Heat Map

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JACKSON THORNTON WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

JACKSON THORNTON WEALTH MANAGEMENT, LLC News

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