Carlton Hofferkamp & Jenks Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 13,076 shares of DFIV stock, worth $579,528. This represents 0.2% of its overall portfolio holdings.
Number of Shares
13,076
Previous 13,076
-0.0%
Holding current value
$579,528
Previous $463,000
11.02%
% of portfolio
0.2%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
713Shares Held
230MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$888 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$847 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$495 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$376 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$323 Million0.15% of portfolio