Keyes, Stange & Wooten Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Keyes, Stange & Wooten Wealth Management, LLC

$170 Billion
Q4 2024

A detailed history of Keyes, Stange & Wooten Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Keyes, Stange & Wooten Wealth Management, LLC holds 469,764 shares of DFSD stock, worth $22.3 Million. This represents 12.98% of its overall portfolio holdings.

Number of Shares

469,764

Previous 422,800 11.11%

Holding current value

$22.3 Million

Previous $20.2 Billion 9.11%

% of portfolio

12.98%

Previous 11.98%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$46.75 - $47.8 $2.2 Million - $2.24 Million	46,964 Added 11.11%	469,764 $22 Billion
Q3 2024 Nov 12, 2024	BUY	$47.0 - $47.84 $6.75 Million - $6.87 Million	143,598 Added 51.43%	422,800 $20.2 Billion
Q2 2024 Jul 23, 2024	BUY	$46.64 - $47.15 $3.92 Million - $3.97 Million	84,102 Added 43.11%	279,202 $13.1 Billion
Q1 2024 May 08, 2024	BUY	$46.78 - $47.19 $8.55 Million - $8.63 Million	182,792 Added 1485.15%	195,100 $9.18 Billion
Q4 2023 Feb 14, 2024	BUY	$46.16 - $47.09 $568,137 - $579,583	12,308 New	12,308 $579 Million

Others Institutions Holding DFSD

# of Institutions

329

Shares Held

65.9M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

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.

Account

Keyes, Stange & Wooten Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History