DFAI — DIMENSIONAL ETF TRUST

Ownership history in Keyes, Stange & Wooten Wealth Management, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Keyes, Stange & Wooten Wealth Management, LLC reported a position in DIMENSIONAL ETF TRUST (DFAI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
19.22% (2023 Q4)
Avg. % of fund
14.07%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 727,037 -11,965 -1.6% 13.13% $27.7M $38.11
2025 Q3 ADDED 739,002 +13,576 +1.9% 13.00% $26.9M $36.11
2025 Q2 REDUCED 725,426 -7,239 -1.0% 13.02% $25.1M $34.21
2025 Q1 ADDED 732,665 +54,675 +8.1% 13.01% $22.9M $30.50
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAI price (monthly, adj. close)

Other funds also holding DFAI

As of 2025 Q4 — sorted by position size

SYM FINANCIAL Corp 3Y 7Y 25.87% Chico Wealth RIA 3Y 24.14% Monument Group Wealth Advisors, LLC 16.61% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 15.61% Pioneer Wealth Management Group 15.27% Kure Advisory, LLC 15.19% Valued Wealth Advisors LLC 12.9% RAM Investment Partners, LLC 12.8% Marquette Asset Management, LLC 3Y 7Y 12.41% Aquire Wealth Advisors, LLC 3Y 11.97%
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