Keyes, Stange & Wooten Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Keyes, Stange & Wooten Wealth Management, LLC
- $170 Billion
- Q4 2024
A detailed history of Keyes, Stange & Wooten Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Keyes, Stange & Wooten Wealth Management, LLC holds 288,909 shares of DISV stock, worth $8.23 Million. This represents 4.52% of its overall portfolio holdings.
Number of Shares
288,909
Previous 280,779
2.9%
Holding current value
$8.23 Million
Previous $8.16 Billion
5.92%
% of portfolio
4.52%
Previous 4.84%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
322Shares Held
65.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$253 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$182 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$89.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$63.6 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$40.5 Million1.12% of portfolio