Keyes, Stange & Wooten Wealth Management, LLC
CIK Number: 0002011352
169.71M
Market Value
68
# of Holdings
4 months
Avg. Holding Period
37.84%
Win Rate
12.12%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFSD | Dimensional Sho... | 47.53 | +0.01% | 469.76K | +11.11% | 22.02M | 47.21 | 12.98% |
| 2 | DFAI | Dimensional Int... | 31.25 | -0.81% | 677.99K | +0.26% | 19.8M | 28.75 | 11.67% |
| 3 | DCOR | Dimensional ETF... | 61.34 | +0.63% | 279.09K | +3.59% | 17.91M | 59.64 | 10.55% |
| 4 | DFAT | Dimensional U.S... | 51.57 | +0.23% | 279.45K | +1.88% | 15.55M | 52.46 | 9.17% |
| 5 | BIV | Vanguard Interm... | 76.55 | +0.18% | 161.29K | +14.33% | 12.05M | 77.52 | 7.10% |
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