Keyes, Stange & Wooten Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Keyes, Stange & Wooten Wealth Management, LLC
- $144 Billion
- Q2 2024
A detailed history of Keyes, Stange & Wooten Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Keyes, Stange & Wooten Wealth Management, LLC holds 270,277 shares of DFAT stock, worth $14.3 Million. This represents 9.76% of its overall portfolio holdings.
Number of Shares
270,277
Previous 273,741
1.27%
Holding current value
$14.3 Million
Previous $14.9 Billion
5.91%
% of portfolio
9.76%
Previous 13.12%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$752 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$656 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$455 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$396 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$256 Million2.47% of portfolio