Keystone Financial Group, Inc. Dimensional ETF Tr Transaction History
Keystone Financial Group, Inc.
- $124 Billion
- Q4 2024
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 596,582 shares of DFAU stock, worth $24 Million. This represents 19.55% of its overall portfolio holdings.
Number of Shares
596,582Holding current value
$24 Million% of portfolio
19.55%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$79.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.13 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$199 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$167 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$147 Million1.81% of portfolio