Keystone Financial Group, Inc. Dimensional ETF Tr Transaction History
Keystone Financial Group, Inc.
- $142 Billion
- Q1 2025
A detailed history of Keystone Financial Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Keystone Financial Group, Inc. holds 639,454 shares of DFAU stock, worth $27.1 Million. This represents 17.25% of its overall portfolio holdings.
Number of Shares
639,454
Previous 596,582
7.19%
Holding current value
$27.1 Million
Previous $24.2 Billion
1.41%
% of portfolio
17.25%
Previous 19.55%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$239 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$176 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$159 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$150 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$150 Million1.87% of portfolio