Keyes, Stange & Wooten Wealth Management, LLC DISV Holdings History
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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