Helen Stephens Group, LLC Dimensional ETF Tr Dimensional Transaction History

Helen Stephens Group, LLC

$259 Million
Q1 2024

A detailed history of Helen Stephens Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Helen Stephens Group, LLC holds 265,153 shares of DFAR stock, worth $5.86 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares

265,153

Previous 174,978 51.54%

Holding current value

$5.86 Million

Previous $3.98 Million 49.1%

% of portfolio

2.29%

Previous 1.78%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$21.28 - $22.96 $1.92 Million - $2.07 Million	90,175 Added 51.54%	265,153 $5.93 Million
Q4 2023 Jan 16, 2024	BUY	$18.45 - $23.08 $486,858 - $609,035	26,388 Added 17.76%	174,978 $3.98 Million
Q3 2023 Oct 30, 2023	BUY	$19.26 - $22.35 $315,035 - $365,578	16,357 Added 12.37%	148,590 $2.9 Million
Q2 2023 Aug 04, 2023	BUY	$20.22 - $21.63 $571,477 - $611,328	28,263 Added 27.18%	132,233 $2.85 Million
Q1 2023 Apr 18, 2023	BUY	$19.83 - $23.92 $498,605 - $601,444	25,144 Added 31.9%	103,970 $2.23 Million

Q4 2022 Feb 14, 2023	BUY	$20.75 - $22.52 $1.34 Million - $1.46 Million	64,807 Added 462.28%	78,826 $1.67 Million
Q3 2022 Oct 11, 2022	BUY	$21.42 - $25.89 $300,286 - $362,951	14,019 New	14,019 $288,000

Others Institutions Holding DFAR

# of Institutions

197

Shares Held

29.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Helen Stephens Group, LLC Dimensional ETF Tr Dimensional Transaction History