Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEYES STANGE & WOOTEN WEALTH MANAGEMENT LLC | 05-06-2024 | 03-31-2024 | 63 | 113,542,248 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 1 | $19,386,765 | 641,521 | 0.02 | 641,521 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 2 | $14,899,724 | 273,741 | 0.01 | 273,741 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 3 | $9,177,515 | 195,100 | 0.01 | 195,100 | +Inf | 03-31-2024 | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 4 | $8,559,946 | 133,208 | 0.01 | 133,208 | +Inf | 03-31-2024 |
