Keyes, Stange & Wooten Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Keyes, Stange & Wooten Wealth Management, LLC
- $193 Billion
- Q2 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 289,378 shares of DISV stock, worth $9.88 Million. This represents 4.94% of its overall portfolio holdings.
Number of Shares
289,378
Previous 298,206
2.96%
Holding current value
$9.88 Million
Previous $8.68 Billion
9.67%
% of portfolio
4.94%
Previous 4.94%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
357Shares Held
76.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$303 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$201 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$199 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$108 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$86 Million1.18% of portfolio