Carlton Hofferkamp & Jenks Wealth Management, LLC Dimensional ETF Tr Transaction History
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $257 Million
- Q4 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 $523,301. This represents 0.18% of its overall portfolio holdings.
Number of Shares
13,076
Previous 13,076
-0.0%
Holding current value
$523,301
Previous $497,000
6.84%
% of portfolio
0.18%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$819 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$712 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$447 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$331 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$281 Million0.17% of portfolio