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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:
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
+18.73%
+6.19%
35,543.3
 
DFAT
Dimensional U.S. Targeted Value ETF
2,878,712
136,393.4
-2.55%
18.110
-0.53%
1.460
+17.36%
+0.20%
10,960.9
 
DFUV
Dimensional US Marketwide Value ETF
1,720,713
65,576.4
-0.03%
8.710
0%
0.630
+12.26%
+4.97%
11,649.0
 
DFIV
Dimensional International Value ETF
1,697,095
65,558.8
-1.78%
8.700
-0.14%
0.630
+12.55%
+22.98%
12,179.3
 
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
+15.18%
+20.40%
8,874.0
 
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
+0.86%
+4.09%
31,611.5
 
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
+15.02%
+26.54%
3,256.1
 
DFUS
Dimensional U.S. Equity Market ETF
425,573
24,219.4
+0.06%
3.220
0%
0.190
+20.05%
+7.40%
15,782.0
 
DFSV
Dimensional US Small Cap Value ETF
894,652
22,947.8
+0.66%
3.050
+0.02%
0.560
+18.92%
-0.62%
4,865.2
 
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
+19.37%
+16.72%
5,736.5
 

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
$55.35
0.58%
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
$93.77
-0.20%
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
$30.24
13.73%
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
$43.11
6.26%
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
$29.48
13.56%
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
$36.53
5.24%
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
$32.99
17.11%
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
$42.72
11.95%
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
$34.28
11.05%
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
$65.25
1.46%
Add 5.4%
308,450
15,799

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

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JACKSON THORNTON WEALTH MANAGEMENT, LLC's Asset Allocation

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JACKSON THORNTON WEALTH MANAGEMENT, LLC Past Portfolios

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

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

JACKSON THORNTON WEALTH MANAGEMENT, LLC's Yearly Returns

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