Keyes, Stange & Wooten Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Keyes, Stange & Wooten Wealth Management, LLC holds 677,990 shares of DFAI stock, worth $21.9 Million. This represents 11.67% of its overall portfolio holdings.
Number of Shares
677,990
Previous 676,218
0.26%
Holding current value
$21.9 Million
Previous $21.5 Billion
7.88%
% of portfolio
11.67%
Previous 12.75%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
630Shares Held
235MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio