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

Keyes, Stange & Wooten Wealth Management, LLC

  • $193 Billion
  • Q2 2025
Number of Shares
322,413
Previous 326,955 1.39%
Holding current value
$21.6 Billion
Previous $20.1 Billion 7.49%
% of portfolio
11.19%
Previous 11.4%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
N/A
-4,542 Reduced 1.39%
322,413 $21.6 Billion
Q1 2025

May 05, 2025
BUY
N/A
47,861 Added 17.15%
326,955 $20.1 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
9,677 Added 3.59%
279,094 $17.9 Billion
Q3 2024

Nov 12, 2024
BUY
N/A
11,005 Added 4.26%
269,417 $17.1 Billion
Q2 2024

Jul 23, 2024
BUY
N/A
219,352 Added 561.58%
258,412 $15.4 Billion
Q1 2024

May 08, 2024
BUY
N/A
35,299 Added 938.55%
39,060 $2.29 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
3,761 New
3,761 $201 Million
Track This Portfolio

Track Keyes, Stange & Wooten Wealth Management, LLC Portfolio

Follow Keyes, Stange & Wooten Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keyes, Stange & Wooten Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keyes, Stange & Wooten Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email