Keating Wealth Management LLC Dimensional ETF Tr Transaction History
Keating Wealth Management LLC
- $167 Billion
- Q1 2024
A detailed history of Keating Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Keating Wealth Management LLC holds 185,971 shares of DFAI stock, worth $5.73 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
185,971
Previous 151,676
22.61%
Holding current value
$5.73 Million
Previous $4.34 Billion
29.37%
% of portfolio
3.37%
Previous 3.0%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
578Shares Held
223MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$995 Million6.3% of portfolio
-
Sym Financial Corp6.65MShares$205 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$186 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.99MShares$185 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$172 Million17.39% of portfolio