Keystone Financial Group, Inc. Dimensional ETF Tr Transaction History
Keystone Financial Group, Inc.
- $142 Billion
- Q1 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 126,218 shares of DFAX stock, worth $3.62 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
126,218
Previous 103,489
21.96%
Holding current value
$3.62 Million
Previous $2.57 Billion
34.77%
% of portfolio
2.44%
Previous 2.08%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio