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

Keyes, Stange & Wooten Wealth Management, LLC

  • $176 Billion
  • Q1 2025
Number of Shares
326,955
Previous 279,094 17.15%
Holding current value
$20.1 Billion
Previous $17.9 Billion 11.98%
% of portfolio
11.4%
Previous 10.55%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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