Keystone Financial Group, Inc. Dimensional ETF Tr Transaction History
Keystone Financial Group, Inc.
- $177 Billion
- Q3 2025
A detailed history of Keystone Financial Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Keystone Financial Group, Inc. holds 157,910 shares of DFAX stock, worth $5.05 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
157,910
Previous 137,676
14.7%
Holding current value
$5.05 Million
Previous $4.06 Billion
22.09%
% of portfolio
2.79%
Previous 2.58%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
666Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Envestnet Asset Management Inc6.67MShares$213 Million0.06% of portfolio