DFAT — DIMENSIONAL ETF TRUST

Ownership history in JACKSON THORNTON WEALTH MANAGEMENT, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which JACKSON THORNTON WEALTH MANAGEMENT, LLC reported a position in DIMENSIONAL ETF TRUST (DFAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
32.78% (2022 Q1)
Avg. % of fund
23.27%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,833,951 -2,072 -0.1% 16.52% $174.8M $59.54
2025 Q3 REDUCED 2,836,023 -21,855 -0.8% 16.79% $165.6M $57.98
2025 Q2 REDUCED 2,857,878 -20,834 -0.7% 18.35% $160.3M $53.49
2025 Q1 REDUCED 2,878,712 -75,465 -2.6% 18.11% $136.4M $50.81
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAT price (monthly, adj. close)

Other funds also holding DFAT

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 25.75% GREAT OAK CAPITAL PARTNERS, LLC 21.04% BAYSHORE ASSET MANAGEMENT, LLC 3Y 20.43% Sensible Money, LLC 19.41% Index Fund Advisors, Inc. 3Y 18.0% Team Hewins, LLC 3Y 17.76% Parkwoods Wealth Partners, LLC 15.2% Disciplined Equity Management, Inc. 3Y 12.89% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 12.86% Meritas Wealth Management, LLC 11.75%
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