Keyes, Stange & Wooten Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Keyes, Stange & Wooten Wealth Management, LLC
- $176 Billion
- Q1 2025
A detailed history of Keyes, Stange & Wooten Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Keyes, Stange & Wooten Wealth Management, LLC holds 298,206 shares of DISV stock, worth $9.9 Million. This represents 4.94% of its overall portfolio holdings.
Number of Shares
298,206
Previous 288,909
3.22%
Holding current value
$9.9 Million
Previous $7.68 Billion
13.12%
% of portfolio
4.94%
Previous 4.52%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
344Shares Held
69.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$294 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$204 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$105 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$77.4 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$54.7 Million1.46% of portfolio