JACKSON THORNTON WEALTH MANAGEMENT, LLC
Q2 2025 13F Holdings
- Locationmontgomery, AL
- Num holdings
153
- Value ($000)
$873,191
- Date Filed07/30/2025
- Form type13F-HR
- CIK0001903880
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $179.15 M | 21 % | 4,942,183 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $160.27 M | 18 % | 2,857,878 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $73.52 M | 8 % | 1,715,438 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $72.00 M | 8 % | 1,672,558 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $44.62 M | 5 % | 1,513,637 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $33.88 M | 4 % | 573,230 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $33.13 M | 4 % | 998,879 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $29.10 M | 3 % | 432,006 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $27.89 M | 3 % | 907,651 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $22.38 M | 3 % | 751,644 |
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