Number of Shares
298,206.00
Current Holdings Value*
$8.68 Mil
% of Portfolio
4.94%
Total Estimate Gain
$2.83 Mil
% of Total Estimate Gain
38.79%

Keyes, Stange & Wooten Wealth Management, LLC's Dimensional International Small Cap Value ETF Holding Summary

As of 2025-03-31, Keyes, Stange & Wooten Wealth Management, LLC held 298,206.00 shares of Dimensional International Small Cap Value ETF(DISV), totaling $8.68 Mil. This investment constitutes 4.94% of their stock portfolio, and Keyes, Stange & Wooten Wealth Management, LLC now holds 0.32% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.

The initial trade took place in 2023Q4. And since then Keyes, Stange & Wooten Wealth Management, LLC has made 5 purchases of DISV, at an average price of $24.45, for a total of 298,206.00 shares. Based on historical transaction data and DISV's current price of $33.94, Keyes, Stange & Wooten Wealth Management, LLC's estimated gain on his DISV holdings is $2.83 Mil, reflecting a 38.79% gain to date.

Keyes, Stange & Wooten Wealth Management, LLC DISV ($33.94) Holding Chart

Keyes, Stange & Wooten Wealth Management, LLC DISV ($33.94) 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 %

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