JTWM
DFUS

Jackson Thornton Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Jackson Thornton Wealth Management’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.6M Buy
466,915
+18,635
+4% +$1.38M 3.11% 8
2025
Q4 		$33.8M Buy
448,280
+15,751
+4% +$1.16M 3.2% 8
2025
Q3 		$31.7M Buy
432,529
+523
+0.1% +$36.4K 3.21% 8
2025
Q2 		$29.1M Buy
432,006
+6,433
+2% +$398K 3.33% 8
2025
Q1 		$24.2M Buy
425,573
+253
+0.1% +$16.2K 3.22% 8
2024
Q4 		$27.1M Buy
425,320
+13,848
+3% +$888K 3.43% 8
2024
Q3 		$25.6M Buy
411,472
+10,698
+3% +$640K 3.38% 7
2024
Q2 		$23.6M Buy
400,774
+32,274
+9% +$1.83M 3.61% 6
2024
Q1 		$21M Buy
368,500
+3,134
+0.9% +$170K 3.56% 7
2023
Q4 		$18.9M Buy
365,366
+30,780
+9% +$1.49M 3.48% 7
2023
Q3 		$15.6M Sell
334,586
-2,222
-0.7% -$107K 3.23% 7
2023
Q2 		$16.2M Sell
336,808
-1,615
-0.5% -$73.5K 3.26% 6
2023
Q1 		$15M Sell
338,423
-2,919
-0.9% -$127K 3.4% 7
2022
Q4 		$14.2M Sell
341,342
-13,195
-4% -$552K 3.39% 7
2022
Q3 		$13.8M Sell
354,537
-11,449
-3% -$492K 3.75% 7
2022
Q2 		$14.9M Buy
365,986
+5,643
+2% +$250K 4.23% 6
2022
Q1 		$17.7M Sell
360,343
-4,016
-1% -$194K 4.54% 5
2021
Q4 		$18.8M Buy
+364,359
New +$18.3M 5.39% 5

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Jackson Thornton Wealth Management's DFUS Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 4.2% in Q1 2026, buying an estimated $1.38M and bringing the position to 466,915 shares worth $34.6M. The position accounts for 3.11% of the portfolio, ranked #8.

Jackson Thornton Wealth Management first reported a position in DFUS in Q4 2021 and has held it in 18 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Jackson Thornton Wealth Management held 466,915 shares of Dimensional US Equity ETF worth $34.6M as of Q1 2026.
  • Jackson Thornton Wealth Management bought 18,635 Dimensional US Equity ETF shares in Q1 2026, an estimated $1.38M.
  • Dimensional US Equity ETF made up 3.11% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Jackson Thornton Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.