Carlton Hofferkamp & Jenks Wealth Management, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 10,672 shares of DFUV stock, worth $436,378. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,672
Previous 10,672
-0.0%
Holding current value
$436,378
Previous $444,000
1.8%
% of portfolio
0.17%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
708Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio