Keyes, Stange & Wooten Wealth Management, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Keyes, Stange & Wooten Wealth Management, LLC holds 422,800 shares of DFSD stock, worth $19.9 Million. This represents 11.98% of its overall portfolio holdings.

Number of Shares
422,800
Previous 279,202 51.43%
Holding current value
$19.9 Million
Previous $13.1 Billion 53.82%
% of portfolio
11.98%
Previous 9.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$47.0 - $47.84 $6.75 Million - $6.87 Million
143,598 Added 51.43%
422,800 $20.2 Billion
Q2 2024

Jul 23, 2024
BUY
$46.64 - $47.15 $3.92 Million - $3.97 Million
84,102 Added 43.11%
279,202 $13.1 Billion
Q1 2024

May 08, 2024
BUY
$46.78 - $47.19 $8.55 Million - $8.63 Million
182,792 Added 1485.15%
195,100 $9.18 Billion
Q4 2023

Feb 14, 2024
BUY
$46.16 - $47.09 $568,137 - $579,583
12,308 New
12,308 $579 Million

Others Institutions Holding DFSD

# of Institutions
260
Shares Held
49M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Keyes, Stange & Wooten Wealth Management, LLC Portfolio

Follow Keyes, Stange & Wooten Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keyes, Stange & Wooten Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keyes, Stange & Wooten Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email