JACKSON THORNTON WEALTH MANAGEMENT, LLC
CIK 1903880 · Holdings on Mar 31, 2026 · First reported Apr 29, 2026
Top ten holdings
Q1 2026- DFAC17.87%
- DFAT16.51%
- DFIV7.95%
- DFUV7.52%
- DFAX4.60%
- VGIT3.62%
- DISV3.50%
- DFUS3.11%
- DFSV2.78%
- AVEM2.24%
Share classes counted separately69.70%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFEMWeight decreased · -1.38 pp2.50% → 1.12%Shares -432.88K (-56.18%)
- DFACWeight decreased · -0.67 pp18.54% → 17.87%Shares +58.89K (+1.22%)
- ITOTWeight increased · +0.56 pp0.34% → 0.90%Shares +43.77K (+184.32%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $198.52M | 17.87% | 4.90M shares | 18.54% → 17.87%-0.67 pp +58.89K (+1.22%) | Added | ↗▾ |
| 02 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $183.51M | 16.51% | 2.84M shares | 16.52% → 16.51%-0.01 pp +6.29K (+0.22%) | Added | ↗▾ |
| 03 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $88.30M | 7.95% | 1.60M shares | 7.71% → 7.95%+0.24 pp -9.00K (-0.56%) | Reduced | ↗▾ |
| 04 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $83.60M | 7.52% | 1.67M shares | 7.70% → 7.52%-0.18 pp -16.47K (-0.97%) | Reduced | ↗▾ |
| 05 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $51.11M | 4.60% | 1.42M shares | 4.56% → 4.60%+0.04 pp -13.92K (-0.97%) | Reduced | ↗▾ |
| 06 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $40.22M | 3.62% | 676.75K shares | 3.61% → 3.62%+0.01 pp +39.47K (+6.19%) | Added | ↗▾ |
| 07 | DISVDIMENSIONAL INTERNATIONAL SMINTL SMALL CAP V View history and evidence | $38.93M | 3.50% | 945.41K shares | 3.58% → 3.50%-0.08 pp -33.44K (-3.42%) | Reduced | ↗▾ |
| 08 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $34.58M | 3.11% | 466.92K shares | 3.20% → 3.11%-0.09 pp +18.64K (+4.16%) | Added | ↗▾ |
| 09 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP VAL View history and evidence | $30.84M | 2.78% | 853.32K shares | 2.92% → 2.78%-0.14 pp -49.72K (-5.51%) | Reduced | ↗▾ |
| 10 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $24.94M | 2.24% | 290.08K shares | Prior unavailable +290.08K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 61
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ACN ACCENTURE PLC-CL A | Non-derivative | -3,156 | -$870.84K | SEC filing ↗ | SEC filing ↗ |
| AMT AMERICAN TOWER CORP | Non-derivative | -3,403 | -$598.32K | SEC filing ↗ | SEC filing ↗ |
| BBY BEST BUY CO INC | Non-derivative | -7,884 | -$568.99K | SEC filing ↗ | SEC filing ↗ |
3 / 61 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1903880 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1111171056
}Research all 286 reported holdings.
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