Keyes, Stange & Wooten Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Keyes, Stange & Wooten Wealth Management, LLC

  • $176 Billion
  • Q1 2025
Number of Shares
161,064
Previous 172,437 6.6%
Holding current value
$9.87 Billion
Previous $10.8 Billion 8.36%
% of portfolio
5.61%
Previous 6.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
N/A
-11,373 Reduced 6.6%
161,064 $9.87 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
13,306 Added 8.36%
172,437 $10.8 Billion
Q3 2024

Nov 12, 2024
BUY
N/A
6,820 Added 4.48%
159,131 $10.1 Billion
Q2 2024

Jul 23, 2024
BUY
N/A
143,359 Added 1601.42%
152,311 $9.07 Billion
Q1 2024

May 08, 2024
BUY
N/A
8,952 New
8,952 $529 Million
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