JACKSON THORNTON WEALTH MANAGEMENT, LLC

Q3 2025 13F Holdings

  • Location
    montgomery, AL
  • Num holdings

    277

  • Value ($000)

    $985,882

  • Date Filed
    10/29/2025
  • Form type
    13F-HR
  • CIK
    0001903880
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$187.86M
19 %

4,835,558

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$165.57M
17 %

2,836,023

D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$76.01M
8 %

1,639,299

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$76.00M
8 %

1,688,611

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$46.53M
5 %

1,467,909

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$36.59M
4 %

610,431

D
DISV

DIMENSIONAL ETF TRUST

INTL SMALL CAP V
25434V781
$35.38M
4 %

985,187

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$31.68M
3 %

432,529

D
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
25434V815
$29.11M
3 %

907,100

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$24.07M
2 %

738,209

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