account_balance
Investment manager · 13F filer · SEC CIK 2011352
Keyes, Stange & Wooten Wealth Management, LLC
Reported value$214Mas of Sep 30, 2026
Positions71 4 new, 7 sold out
Top 10 weight78.7%DFAI alone is 15%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAIDimensional ETF Trust
15.1%
DFSDDimensional ETF Trust
11.8%
BIVVanguard Bd Index FDS
11.4%Trimmed −15%
DFATDimensional ETF Trust
9.3%
DFAEDimensional ETF Trust
7.2%
DFAWDimensional ETF Trust
6.3%Added +4%
DISVDimensional ETF Trust
5.9%
AVLVAmerican Centy ETF Tr
5.9%
VTIVanguard Index FDS
3.6%
DFCFDimensional ETF Trust
2.4%
DFEM
DFAIDimensional ETF Trust
15.1%
DFSDDimensional ETF Trust
11.8%
BIVVanguard Bd Index FDS
11.4%−15%
DFATDimensional ETF Trust
9.3%
DFAEDimensional ETF Trust
7.2%
DFAWDimensional ETF Trust
6.3%
DISVDimensional ETF Trust
5.9%
AVLVAmerican Centy ETF Tr
5.9%
VTI3.6%
DFCF2.4%
AAPLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAI Dimensional ETF Trust 15.1% Held
DFSD Dimensional ETF Trust 11.8% Held
BIV Vanguard Bd Index FDS 11.4% Trimmed −15%
DFAT Dimensional ETF Trust 9.3% Held
DFAE Dimensional ETF Trust 7.2% Held
DFAW Dimensional ETF Trust 6.3% Added +4%
DISV Dimensional ETF Trust 5.9% Held
AVLV American Centy ETF Tr 5.9% Held
VTI Vanguard Index FDS 3.6% Held
DFCF Dimensional ETF Trust 2.4% New
AAPL Apple Inc. 1.9% HeldDFEM Dimensional ETF Trust 1.2% Held
What changed
Biggest moves since Jun 30, 2026
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