Keystone Financial Services Dimensional ETF Tr Transaction History
Keystone Financial Services
- $300 Million
- Q3 2025
A detailed history of Keystone Financial Services transactions in Dimensional ETF Tr stock. As of the latest transaction made, Keystone Financial Services holds 14,202 shares of DFAX stock, worth $454,606. This represents 0.15% of its overall portfolio holdings.
Number of Shares
14,202
Previous 14,202
-0.0%
Holding current value
$454,606
Previous $417,000
6.71%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
666Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio