Number of Shares
384,010.00
Current Holdings Value*
$9.94 Mil
% of Portfolio
5.65%
Total Estimate Gain
$2.46 Mil
% of Total Estimate Gain
27.33%

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

As of 2025-03-31, Keyes, Stange & Wooten Wealth Management, LLC held 384,010.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $9.94 Mil. This investment constitutes 5.65% of their stock portfolio, and Keyes, Stange & Wooten Wealth Management, LLC now holds 0.19% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.

The initial trade took place in 2023Q4. And since then Keyes, Stange & Wooten Wealth Management, LLC has made 5 purchases of DFAE, at an average price of $23.40, for a total of 384,010.00 shares. Based on historical transaction data and DFAE's current price of $29.80, Keyes, Stange & Wooten Wealth Management, LLC's estimated gain on his DFAE holdings is $2.46 Mil, reflecting a 27.33% gain to date.

Keyes, Stange & Wooten Wealth Management, LLC DFAE ($29.80) Holding Chart

Keyes, Stange & Wooten Wealth Management, LLC DFAE ($29.80) 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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