Keyes, Stange & Wooten Wealth Management, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Keyes, Stange & Wooten Wealth Management, LLC holds 279,202 shares of DFSD stock, worth $13.2 Million. This represents 9.13% of its overall portfolio holdings.
Number of Shares
279,202
Previous 195,100
43.11%
Holding current value
$13.2 Million
Previous $9.18 Billion
42.99%
% of portfolio
9.13%
Previous 8.08%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
226Shares Held
36.5MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.9 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.5 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.5 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.4 Million0.84% of portfolio