Keyes Wealth Management: Dimensional ETF Buys & New Stock Additions in Q2 2026
Keyes, Stange & Wooten Wealth Management increased its holdings significantly during the second quarter of 2026, favoring Dimensional funds and adding several new stock positions.
For Keyes, Stange & Wooten Wealth Management, Llc (investor_slug: keyes-stange-and-wooten-wealth-management-llc), Q2 2026 saw substantial changes in its portfolio holdings. The filing dated Keyes, Stange & Wooten Wealth Management's slug indicates a strong focus on increasing exposure to Dimensional ETF Trust products and adding new individual stock positions.
Significant Increases in Dimensional Funds
The investor's portfolio experienced notable growth through several Dimensional ETF holdings. The Dimensional ETF TRUST (DCOR), identified by its slug, saw a significant increase of 5.98% in shares during the quarter (link to DCOR). Similarly, another Dimensional fund, Dimensional ETF TRUST (DFAI), increased by 2.62%, also a significant buy (link to DFAI). The largest percentage increase among the Dimensional funds was observed in Dimensional ETF TRUST (DFSD), which grew by nearly 10% (link to DFSD). These three Dimensional ETFs accounted for a substantial portion of the portfolio's allocation changes, highlighting their strategic importance.
Furthermore, existing Dimensional holdings showed positive momentum. Dimensional ETF TRUST (DISV), with its slug, increased by 0.46% (link to DISV). Another Dimensional fund, Dimensional ETF TRUST (DFEM), experienced a smaller increase despite being listed in the changed_holdings data with its slug (link to DFEM). The total portfolio value stood at $250,634,832 as of June 30th.
New Stock Positions and Continued ETF Focus
Keyes Wealth Management also broadened its holdings by adding several new stocks. Among these were FIDELITY NATL INFORMATION SV (FIS), a Technology stock (link to FIS). The investor acquired shares in this company, representing approximately 0.08% of the portfolio as of June 30th.
Additionally, two Consumer Cyclical stocks were added: SERVICE CORP INTL (SCI), which now holds about 0.2% (link to SCI) and the Dimensional ETF TRUST (DFAT), although this is an ETF, it was listed separately in changed_holdings with its slug (link to DFAT). Another Dimensional fund, Dimensional ETF TRUST (DFEM), also saw a change but remains small. The investor also added shares of the Utilities sector stock, ENTERGY CORP NEW (ETR), acquiring all 0.1% (link to ETR).
The portfolio's structure shifted slightly with these additions, complementing the existing Dimensional ETF holdings which now constitute a core part of their investment strategy for this quarter.
Overall Portfolio Changes and Activity Summary
The total portfolio value increased during Q2 2026. The top five holdings by weight accounted for approximately 56.91% of the portfolio, indicating a concentrated approach despite holding 74 different stocks.
In terms of sector allocation changes, while specific data wasn't provided in changed_holdings, the overall portfolio saw shifts reflected in its allocations. The 'Unknown' sector remains dominant at 85.38%, but Technology gained ground to reach a small allocation of 4.43%. Changes occurred across other sectors like Financial Services (2.63%), Healthcare (1.34%), Consumer Cyclical (1.34%), Industrials (1.23%), and Communication Services (1.09%).
The investor demonstrated significant buying activity, particularly in Dimensional funds, with no large sell-offs reported for this quarter.