Helen Stephens Group, LLC Dimensional ETF Tr Transaction History
Helen Stephens Group, LLC
- $259 Million
- Q1 2024
A detailed history of Helen Stephens Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Helen Stephens Group, LLC holds 230,599 shares of DFAI stock, worth $6.98 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
230,599
Previous 255,537
9.76%
Holding current value
$6.98 Million
Previous $7.32 Million
4.78%
% of portfolio
2.69%
Previous 3.28%
Shares
10 transactions
Others Institutions Holding DFAI
# of Institutions
490Shares Held
135MCall Options Held
400Put Options Held
177K-
Sym Financial Corp6.09MShares$184 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.28MShares$160 Million23.76% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$142 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$117 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$101 Million15.43% of portfolio