Keyes, Stange & Wooten Wealth Management, LLC DFSV Holdings History
Keyes, Stange & Wooten Wealth Management, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Keyes, Stange & Wooten Wealth Management, LLC held 17,448.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $491,160.00. This investment constitutes 0.28% of their stock portfolio, and Keyes, Stange & Wooten Wealth Management, LLC now holds 0.01% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2025Q1. And since then Keyes, Stange & Wooten Wealth Management, LLC has made 1 purchases of DFSV, at an average price of $30.26, for a total of 17,448.00 shares. Based on historical transaction data and DFSV's current price of $30.69, Keyes, Stange & Wooten Wealth Management, LLC's estimated gain on his DFSV holdings is $7,502.64, reflecting a 1.42% gain to date.
Keyes, Stange & Wooten Wealth Management, LLC DFSV ($30.69) Holding Chart
Keyes, Stange & Wooten Wealth Management, LLC DFSV ($30.69) 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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