Keyes, Stange & Wooten Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Keyes, Stange & Wooten Wealth Management, LLC

  • $170 Billion
  • Q4 2024
Number of Shares
172,437
Previous 159,131 8.36%
Holding current value
$10.8 Billion
Previous $10.1 Billion 6.65%
% of portfolio
6.35%
Previous 5.99%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
N/A
13,306 Added 8.36%
172,437 $10.8 Billion
Q3 2024

Nov 12, 2024
BUY
N/A
6,820 Added 4.48%
159,131 $10.1 Billion
Q2 2024

Jul 23, 2024
BUY
N/A
143,359 Added 1601.42%
152,311 $9.07 Billion
Q1 2024

May 08, 2024
BUY
N/A
8,952 New
8,952 $529 Million
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