Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JACKSON THORNTON WEALTH MANAGEMENT, LLC (CIK 1903880) reported $1.11B across 285 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($198.5M, 17.87%), DFAT ($183.5M, 16.51%), DFIV ($88.3M, 7.95%), DFUV ($83.6M, 7.52%), DFAX ($51.1M, 4.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $198.5M | 17.87% | 4.9M | Added |
| 2 | DFAT | DIMENSIONAL ETF TRUST | $183.5M | 16.51% | 2.8M | Added |
| 3 | DFIV | DIMENSIONAL ETF TRUST | $88.3M | 7.95% | 1.6M | Trimmed |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $83.6M | 7.52% | 1.7M | Trimmed |
| 5 | DFAX | DIMENSIONAL ETF TRUST | $51.1M | 4.60% | 1.4M | Trimmed |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $40.2M | 3.62% | 676,751 | Added |
| 7 | DISV | DIMENSIONAL ETF TRUST | $38.9M | 3.50% | 945,408 | Trimmed |
| 8 | DFUS | DIMENSIONAL ETF TRUST | $34.6M | 3.11% | 466,915 | Added |
| 9 | DFSV | DIMENSIONAL ETF TRUST | $30.8M | 2.78% | 853,321 | Trimmed |
| 10 | AVEM | AMERICAN CENTY ETF TR | $24.9M | 2.24% | 290,077 | New |
| 11 | DFSD | DIMENSIONAL ETF TRUST | $24.3M | 2.19% | 506,382 | Added |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $23.1M | 2.08% | 311,179 | Added |
| 13 | VTIP | VANGUARD MALVERN FDS | $16.4M | 1.47% | 326,784 | Added |
| 14 | DFAU | DIMENSIONAL ETF TRUST | $14.1M | 1.27% | 299,017 | Trimmed |
| 15 | DFEM | DIMENSIONAL ETF TRUST | $12.4M | 1.12% | 337,622 | Trimmed |
| 16 | AVDV | AMERICAN CENTY ETF TR | $12.3M | 1.11% | 116,411 | Added |
| 17 | DFAR | DIMENSIONAL ETF TRUST | $11.3M | 1.02% | 455,801 | Added |
| 18 | DFIC | DIMENSIONAL ETF TRUST | $10.7M | 0.96% | 286,195 | Trimmed |
| 19 | ITOT | ISHARES TR | $10.0M | 0.90% | 67,510 | Added |
| 20 | SCHH | SCHWAB STRATEGIC TR | $9.0M | 0.81% | 399,423 | Trimmed |
| 21 | DFAE | DIMENSIONAL ETF TRUST | $8.0M | 0.72% | 223,022 | Trimmed |
| 22 | AAPL | APPLE INC | $6.9M | 0.62% | 26,598 | Trimmed |
| 23 | AVUV | AMERICAN CENTY ETF TR | $6.6M | 0.59% | 57,134 | Added |
| 24 | DFAI | DIMENSIONAL ETF TRUST | $6.4M | 0.58% | 156,173 | Added |
| 25 | NVDA | NVIDIA CORPORATION | $5.8M | 0.53% | 31,009 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31