Keyes, Stange & Wooten Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Keyes, Stange & Wooten Wealth Management, LLC holds 277,270 shares of DISV stock, worth $7.98 Million. This represents 5.19% of its overall portfolio holdings.
Number of Shares
277,270
Previous 266,447
4.06%
Holding current value
$7.98 Million
Previous $7.24 Billion
2.97%
% of portfolio
5.19%
Previous 6.38%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
264Shares Held
56.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$241 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$173 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$90.6 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$44.8 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$37.5 Million1.17% of portfolio