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 13,076 shares of DFIV stock, worth $466,813. This represents 0.16% of its overall portfolio holdings.
Number of Shares
13,076
Previous 13,076
-0.0%
Holding current value
$466,813
Previous $469,000
5.97%
% of portfolio
0.16%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$692 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$676 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$399 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$277 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$241 Million0.04% of portfolio