Keyes, Stange & Wooten Wealth Management, LLC DFAW Holdings History
Keyes, Stange & Wooten Wealth Management, LLC's Dimensional World Equity ETF Holding Summary
As of 2025-03-31, Keyes, Stange & Wooten Wealth Management, LLC held 161,064.00 shares of Dimensional World Equity ETF(DFAW), totaling $9.87 Mil. This investment constitutes 5.61% of their stock portfolio, and Keyes, Stange & Wooten Wealth Management, LLC now holds 1.46% of the outstanding Dimensional World Equity ETF(DFAW) stock.
The initial trade took place in 2024Q1. And since then Keyes, Stange & Wooten Wealth Management, LLC has made 4 purchases of DFAW, at an average price of $59.01, for a total of 172,437.00 shares. In addition, there have been 1 sales at an average price of $63.31 for 11,373.00 shares. Based on historical transaction data and DFAW's current price of $68.94, Keyes, Stange & Wooten Wealth Management, LLC's estimated gain on his DFAW holdings is $1.65 Mil, reflecting a 16.20% gain to date.
Keyes, Stange & Wooten Wealth Management, LLC DFAW ($68.94) Holding Chart
Keyes, Stange & Wooten Wealth Management, LLC DFAW ($68.94) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
