Keyes, Stange & Wooten Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Keyes, Stange & Wooten Wealth Management, LLC
- $144 Billion
- Q2 2024
A detailed history of Keyes, Stange & Wooten Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Keyes, Stange & Wooten Wealth Management, LLC holds 270,277 shares of DFAT stock, worth $15.3 Million. This represents 9.76% of its overall portfolio holdings.
Number of Shares
270,277
Previous 273,741
1.27%
Holding current value
$15.3 Million
Previous $14.9 Billion
5.91%
% of portfolio
9.76%
Previous 13.12%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
637Shares Held
154MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$778 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$718 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$516 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$439 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$274 Million3.04% of portfolio