Carlton Hofferkamp & Jenks Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $252 Million
- Q1 2025
A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 42,815 shares of DFAC stock, worth $1.49 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
42,815
Previous 42,815
-0.0%
Holding current value
$1.49 Million
Previous $1.48 Million
4.66%
% of portfolio
0.56%
Previous 0.58%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.87 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio