Keyes, Stange & Wooten Wealth Management, LLC DFAT Holdings History
Keyes, Stange & Wooten Wealth Management, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Keyes, Stange & Wooten Wealth Management, LLC held 282,363.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $14.54 Mil. This investment constitutes 8.26% of their stock portfolio, and Keyes, Stange & Wooten Wealth Management, LLC now holds 0.14% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2023Q4. And since then Keyes, Stange & Wooten Wealth Management, LLC has made 4 purchases of DFAT, at an average price of $47.18, for a total of 285,827.00 shares. In addition, there have been 1 sales at an average price of $52.46 for 3,464.00 shares. Based on historical transaction data and DFAT's current price of $55.90, Keyes, Stange & Wooten Wealth Management, LLC's estimated gain on his DFAT holdings is $2.48 Mil, reflecting a 18.40% gain to date.
Keyes, Stange & Wooten Wealth Management, LLC DFAT ($55.90) Holding Chart
Keyes, Stange & Wooten Wealth Management, LLC DFAT ($55.90) 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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