Keystone Financial Group, Inc. DIMENSIONAL ETF TRUST Transaction History

Keystone Financial Group, Inc.

  • $157 Billion
  • Q2 2025
Number of Shares
14,404
Previous 13,413 7.39%
Holding current value
$979 Million
Previous $827 Million 18.35%
% of portfolio
0.62%
Previous 0.58%

Shares

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

Jul 21, 2025
BUY
N/A
991 Added 7.39%
14,404 $979 Million
Q1 2025

May 07, 2025
BUY
N/A
1,997 Added 17.49%
13,413 $827 Million
Q4 2024

Jan 28, 2025
BUY
N/A
11,416 New
11,416 $713 Million
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