Number of Shares
326,955.00
Current Holdings Value*
$20.05 Mil
% of Portfolio
11.4%
Total Estimate Gain
$3.22 Mil
% of Total Estimate Gain
16.70%

Keyes, Stange & Wooten Wealth Management, LLC's Dimensional US Core Equity 1 ETF Holding Summary

As of 2025-03-31, Keyes, Stange & Wooten Wealth Management, LLC held 326,955.00 shares of Dimensional US Core Equity 1 ETF(DCOR), totaling $20.05 Mil. This investment constitutes 11.4% of their stock portfolio, and Keyes, Stange & Wooten Wealth Management, LLC now holds 1.3% of the outstanding Dimensional US Core Equity 1 ETF(DCOR) stock.

The initial trade took place in 2023Q4. And since then Keyes, Stange & Wooten Wealth Management, LLC has made 5 purchases of DCOR, at an average price of $58.91, for a total of 326,955.00 shares. Based on historical transaction data and DCOR's current price of $68.75, Keyes, Stange & Wooten Wealth Management, LLC's estimated gain on his DCOR holdings is $3.22 Mil, reflecting a 16.70% gain to date.

Keyes, Stange & Wooten Wealth Management, LLC DCOR ($68.75) Holding Chart

Keyes, Stange & Wooten Wealth Management, LLC DCOR ($68.75) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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