JACKSON THORNTON WEALTH MANAGEMENT, LLC DISV holdings history
DIMENSIONAL INTERNATIONAL SM · CUSIP 25434V781 · CIK 1903880
As of 2026-06-30, JACKSON THORNTON WEALTH MANAGEMENT, LLC reported 958.34K DISV (shares), valued at $38.46M, or 3.04% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares increased 1.37%; reported value decreased 1.22%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.04% | 958,337 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 3.50% | 945,408 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 3.58% | 978,849 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 3.59% | 985,187 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | 3.79% | 998,879 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 3.95% | 1,018,611 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 3.27% | 972,480 | SEC filing ↗Filed Feb 11, 2025 |
| Q3 2024 | 3.36% | 875,702 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 2.93% | 710,834 | SEC filing ↗Filed Nov 7, 2024Amended |
| Q1 2024 | 2.10% | 455,837 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 1.76% | 371,018 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 1.87% | 379,001 | SEC filing ↗Filed Nov 7, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.87% | 379,001 | $9.01M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 7, 2023 |
| Q4 2023 | 1.76% | 371,018 | $9.57M | Shares decreased 2.11%; reported value increased 6.15%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 2.10% | 455,837 | $12.39M | Shares increased 22.86%; reported value increased 29.56%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 2.93% | 710,834 | $19.12M | Shares increased 55.94%; reported value increased 54.31%, and weight changed +0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2024 |
| Q3 2024 | 3.36% | 875,702 | $25.45M | Shares increased 23.19%; reported value increased 33.06%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 3.27% | 972,480 | $25.84M | Shares increased 11.05%; reported value increased 1.54%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2025 |
| Q1 2025 | 3.95% | 1,018,611 | $29.74M | Shares increased 4.74%; reported value increased 15.11%, and weight changed +0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 3.79% | 998,879 | $33.13M | Shares decreased 1.94%; reported value increased 11.40%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 3.59% | 985,187 | $35.38M | Shares decreased 1.37%; reported value increased 6.78%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 3.58% | 978,849 | $37.84M | Shares decreased 0.64%; reported value increased 6.97%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 3.50% | 945,408 | $38.93M | Shares decreased 3.42%; reported value increased 2.88%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 3.04% | 958,337 | $38.46M | Shares increased 1.37%; reported value decreased 1.22%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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