Carlton Hofferkamp & Jenks Wealth Management, LLC Dimensional ETF Tr Transaction History
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $307 Million
- Q3 2024
A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 12,287 shares of DFAX stock, worth $314,670. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,287
Previous 17,716
30.64%
Holding current value
$314,670
Previous $450,000
26.44%
% of portfolio
0.11%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
518Shares Held
226MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$288 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$233 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$192 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio