Keating Wealth Management LLC Dimensional ETF Tr Transaction History
Keating Wealth Management LLC
- $167 Billion
- Q1 2024
A detailed history of Keating Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Keating Wealth Management LLC holds 185,971 shares of DFAI stock, worth $6.79 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
185,971
Previous 151,676
22.61%
Holding current value
$6.79 Million
Previous $4.34 Billion
29.37%
% of portfolio
3.37%
Previous 3.0%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
686Shares Held
256MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$588 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$338 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$276 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$263 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$241 Million25.8% of portfolio