Keyes, Stange & Wooten Wealth Management, LLC
CIK Number: 0002011352
Main Sectors:
Top Industries:
Filing Date: Aug 11, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional Int... | 36.91 | +0.87% | 725.43K | -0.99% | 25.08M | 28.94 | 13.02% | Share |
| 2 | DFSD | Dimensional Sho... | 48.27 | -0.03% | 502.67K | -1.09% | 24.13M | 47.23 | 12.53% | Share |
| 3 | DCOR | Dimensional US ... | 72.30 | +0.17% | 322.41K | -1.39% | 21.55M | 59.88 | 11.19% | Share |
| 4 | BIV | Vanguard Interm... | 78.05 | -0.17% | 220.91K | +23.55% | 17.08M | 77.41 | 8.87% | Share |
| 5 | DFAT | Dimensional U.S... | 58.85 | +0.83% | 286.06K | +1.31% | 15.44M | 52.47 | 8.01% | Share |
| 6 | DFAE | Dimensional Eme... | 31.98 | +0.20% | 391.01K | +1.82% | 11.32M | 24.55 | 5.88% | Share |
| 7 | DFAW | Dimensional Wor... | 72.40 | +0.46% | 159.22K | -1.15% | 10.68M | 59.85 | 5.55% | Share |
| 8 | DISV | Dimensional Int... | 36.12 | +1.05% | 289.38K | -2.96% | 9.52M | 26.02 | 4.94% | Share |
| 9 | AVLV | Avantis U.S. La... | 72.67 | +0.18% | 139.34K | +2.18% | 9.5M | 58.38 | 4.93% | Share |
| 10 | VTI | Vanguard Total ... | 329.96 | +0.05% | 22.75K | -4.3% | 6.91M | 237.22 | 3.59% | Share |
| 11 | AAPL | Apple Inc. | 258.02 | +0.35% | 12.31K | -0.8% | 2.53M | 192.95 | 1.31% | Share |
| 12 | DFEM | Dimensional Eme... | 32.48 | +0.19% | 77.63K | -0.48% | 2.3M | 25.02 | 1.20% | Share |
| 13 | MSFT | Microsoft Corpo... | 517.35 | +0.31% | 4.41K | -2.46% | 2.19M | 377.15 | 1.14% | Share |
| 14 | JPM | JPMorgan Chase ... | 310.01 | +0.80% | 6.63K | -5.93% | 1.92M | 170.1 | 1.00% | Share |
| 15 | AVGO | Broadcom Inc. | 338.37 | +0.06% | 5.71K | -5.66% | 1.57M | 111.63 | 0.82% | Share |
| 16 | AVUS | Avantis U.S. Eq... | 109.21 | +0.07% | 13.53K | +51.02% | 1.36M | 95.23 | 0.71% | Share |
| 17 | DFSV | Dimensional US ... | 32.34 | +1.03% | 42.34K | +142.67% | 1.25M | 28.9 | 0.65% | Share |
| 18 | ETN | Eaton Corporati... | 373.41 | -0.89% | 3.18K | -2.48% | 1.14M | 240.82 | 0.59% | Share |
| 19 | WMT | Walmart Inc. | 102.08 | +0.37% | 11.18K | -5.45% | 1.09M | 52.83 | 0.57% | Share |
| 20 | MPC | Marathon Petrol... | 193.18 | +0.49% | 6.21K | +1.30% | 1.03M | 149.53 | 0.54% | Share |
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