Keyes, Stange & Wooten Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Keyes, Stange & Wooten Wealth Management, LLC holds 280,779 shares of DISV stock, worth $7.39 Million. This represents 4.84% of its overall portfolio holdings.
Number of Shares
280,779
Previous 277,270
1.27%
Holding current value
$7.39 Million
Previous $7.46 Billion
9.38%
% of portfolio
4.84%
Previous 5.19%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$226 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$163 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$82.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.3 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.6 Million1.2% of portfolio