Keyes, Stange & Wooten Wealth Management, LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Keyes, Stange & Wooten Wealth Management, LLC holds 279,453 shares of DFAT stock, worth $14.7 Million. This represents 9.17% of its overall portfolio holdings.
Number of Shares
279,453
Previous 274,283
1.88%
Holding current value
$14.7 Million
Previous $15.3 Billion
1.94%
% of portfolio
9.17%
Previous 9.05%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
753Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$741 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$655 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$471 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$379 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$270 Million2.33% of portfolio