Keystone Financial Group, Inc. Dimensional ETF Tr Transaction History
Keystone Financial Group, Inc.
- $177 Billion
- Q3 2025
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 623,534 shares of DFAU stock, worth $28.7 Million. This represents 16.08% of its overall portfolio holdings.
Number of Shares
623,534
Previous 636,076
1.97%
Holding current value
$28.7 Million
Previous $27.4 Billion
4.05%
% of portfolio
16.08%
Previous 17.46%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio