Helen Stephens Group, LLC Dimensional ETF Tr Dimensional Transaction History
Helen Stephens Group, LLC
- $352 Million
- Q1 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 343,095 shares of DFAR stock, worth $7.86 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
343,095
Previous 328,758
4.36%
Holding current value
$7.86 Million
Previous $7.65 Million
6.6%
% of portfolio
2.31%
Previous 2.27%
Shares
11 transactions
Others Institutions Holding DFAR
# of Institutions
253Shares Held
41.8MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$71.8 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$53.6 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$46.2 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$38.5 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$30.4 Million2.99% of portfolio