Carlton Hofferkamp & Jenks Wealth Management, LLC Dimensional ETF Tr Transaction History
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $265 Million
- Q2 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 $609,733. This represents 0.21% of its overall portfolio holdings.
Number of Shares
13,076
Previous 13,076
-0.0%
Holding current value
$609,733
Previous $514,000
8.95%
% of portfolio
0.21%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
747Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.15 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$985 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$929 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$521 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$400 Million2.4% of portfolio