Helen Stephens Group, LLC Dimensional ETF Tr Dimensional Transaction History
Helen Stephens Group, LLC
- $445 Million
- Q3 2025
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 347,248 shares of DFAR stock, worth $8.26 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
347,248
Previous 336,590
3.17%
Holding current value
$8.26 Million
Previous $7.9 Million
4.88%
% of portfolio
1.86%
Previous 1.97%
Shares
13 transactions
Others Institutions Holding DFAR
# of Institutions
276Shares Held
44.4MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$74.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$59.2 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$52.3 Million10.63% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$50.9 Million0.07% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio