KS

Keyes, Stange & Wooten Wealth Management, LLC

13F
Keyes, Stange & Wooten Wealth Management, LLC
Last update 2025-05-05 66 Stocks (3 new)
Value $176.00 Mil Turnover 6 %
Countries:
Top Holdings: DFSD(13.73%)DFAI(13.01%)DCOR(11.40%)DFAT(8.26%)BIV(7.78%)
Summary Stock Picks Current Portfolio
Keyes, Stange & Wooten Wealth ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
508,190
24,149.2
+8.18%
13.730
+1.04%
0.540
+2.19%
+4.01%
4,897.9
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
732,665
22,881.1
+8.06%
13.010
+0.97%
0.250
+13.18%
+22.94%
10,866.0
 
DCOR
Dimensional US Core Equity 1 ETF
326,955
20,052.2
+17.15%
11.400
+1.67%
1.300
+17.76%
+7.56%
1,903.6
 
DFAT
Dimensional U.S. Targeted Value ETF
282,363
14,538.9
+1.04%
8.260
+0.09%
0.140
+18.02%
+2.57%
11,214.5
 
BIV
Vanguard Intermediate-Term Bond ETF
178,797
13,690.5
+10.85%
7.780
+0.76%
0.060
+2.30%
+4.77%
23,141.0
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
384,010
9,942.0
+5.10%
5.650
+0.27%
0.190
+17.90%
+19.08%
6,318.9
 
DFAW
Dimensional World Equity ETF
161,064
9,870.0
-6.60%
5.610
-0.42%
1.460
+17.15%
+11.40%
803.6
 
AVLV
Avantis U.S. Large Cap Value ETF
136,363
8,892.3
+0.55%
5.060
+0.03%
0.130
+14.85%
+5.79%
7,870.5
 
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
298,206
8,683.8
+3.22%
4.940
+0.15%
0.320
+17.29%
+30.81%
3,362.4
 
VTI
Vanguard Total Stock Market ETF
23,773
6,533.8
-1.48%
3.710
-0.06%
0.000
+18.51%
+8.10%
476,660.5
 

Keyes, Stange & Wooten Wealth Management, LLC's Historical Top Holdings Breakdowns

Keyes, Stange & Wooten Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DCOR
Dimensional US Core Equity 1 ETF
2025-03-31
Add
Add
+1.67%
●
60.24 ($64.43) 67.06
$68.66
6.57%
Add 17.15%
326,955
47,861
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Add
Add
+1.04%
●
46.74 ($47.22) 47.57
$47.92
1.49%
Add 8.18%
508,190
38,426
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+0.97%
●
28.88 ($30.87) 32.4
$35.33
14.43%
Add 8.06%
732,665
54,675
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Add
Add
+0.76%
●
73.78 ($75.44) 76.59
$76.75
1.73%
Add 10.85%
178,797
17,506
AVUS
Avantis U.S. Equity ETF
2025-03-31
New Buy
New Buy
+0.47%
●
90.7 ($97.44) 101.57
$103.55
6.27%
New holding
8,958
8,958
DFAW
Dimensional World Equity ETF
2025-03-31
Reduce
Reduce
-0.42%
●
60.42 ($63.31) 65.39
$69.04
9.05%
Reduce -6.6%
161,064
-11,373
DFSV
Dimensional US Small Cap Value ETF
2025-03-31
New Buy
New Buy
+0.28%
●
27.56 ($30.26) 32.1
$31.07
2.68%
New holding
17,448
17,448
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
2025-03-31
Add
Add
+0.27%
●
24.64 ($25.96) 26.86
$29.91
15.20%
Add 5.1%
384,010
18,619
DFLV
Dimensional US Large Cap Value ETF
2025-03-31
Sold Out
Sold Out
-0.25%
●
29.56 ($30.89) 31.77
$31.87
3.17%
Sold Out
0
-14,320
CMG
Chipotle Mexican Grill Inc
2025-03-31
Sold Out
Sold Out
-0.23%
●
47.79 ($54.38) 59.89
$52.58
-3.31%
Sold Out
0
-6,432

Keyes, Stange & Wooten Wealth Management, LLC Total Holding History ($B)

To

Keyes, Stange & Wooten Wealth Management, LLC's Asset Allocation

To

Keyes, Stange & Wooten Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Keyes, Stange & Wooten Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Keyes, Stange & Wooten Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Keyes, Stange & Wooten Wealth Management, LLC's Holdings Heat Map

Size field:

Keyes, Stange & Wooten Wealth Management, LLC's Holdings Bubble Chart

Keyes, Stange & Wooten Wealth Management, LLC News

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