CHJWM
DFUV icon

Carlton Hofferkamp & Jenks Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$590K Hold
10,672
– – 0.19% 83
2026
Q1 		$547K Hold
10,672
– – 0.18% 87
2025
Q4 		$497K Hold
10,672
– – 0.17% 93
2025
Q3 		$484K Hold
10,672
– – 0.16% 95
2025
Q2 		$458K Hold
10,672
– – 0.17% 97
2025
Q1 		$405K Hold
10,672
– – 0.17% 98
2024
Q4 		$458K Hold
10,672
– – 0.17% 97
2024
Q3 		$442K Hold
10,672
– – 0.17% 98
2024
Q2 		$440K Buy
+10,672
New +$422K 0.17% 98

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's DFUV Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 10,672 shares worth $590K. The position accounts for 0.19% of the portfolio, ranked #83.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in DFUV in Q2 2024 and has held it in 9 quarters since. 612 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 10,672 shares of Dimensional US Marketwide Value ETF worth $590K as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.19% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 612 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.