Keyes, Stange & Wooten Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Keyes, Stange & Wooten Wealth Management, LLC
- $176 Billion
- Q1 2025
A detailed history of Keyes, Stange & Wooten Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Keyes, Stange & Wooten Wealth Management, LLC holds 508,190 shares of DFSD stock, worth $24.5 Million. This represents 13.73% of its overall portfolio holdings.
Number of Shares
508,190
Previous 469,764
8.18%
Holding current value
$24.5 Million
Previous $22 Billion
9.66%
% of portfolio
13.73%
Previous 12.98%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
360Shares Held
74.5MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio