Keyes, Stange & Wooten Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Keyes, Stange & Wooten Wealth Management, LLC
- $169 Billion
- Q3 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 274,283 shares of DFAT stock, worth $15.2 Million. This represents 9.05% of its overall portfolio holdings.
Number of Shares
274,283
Previous 270,277
1.48%
Holding current value
$15.2 Million
Previous $14 Billion
8.84%
% of portfolio
9.05%
Previous 9.76%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$784 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$487 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$409 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$288 Million2.46% of portfolio