Helen Stephens Group, LLC Dimensional ETF Tr U S Target Transaction History

Helen Stephens Group, LLC

  • $445 Million
  • Q3 2025

A detailed history of Helen Stephens Group, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Helen Stephens Group, LLC holds 508,502 shares of DFAT stock, worth $29.3 Million. This represents 6.66% of its overall portfolio holdings.

Number of Shares
508,502
Previous 491,885 3.38%
Holding current value
$29.3 Million
Previous $26.5 Million 11.52%
% of portfolio
6.66%
Previous 6.61%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 02, 2025
BUY
$53.36 - $59.69 $886,683 - $991,868
16,617 Added 3.38%
508,502 $29.6 Million
Q2 2025

Jul 02, 2025
BUY
$44.8 - $53.97 $5.62 Million - $6.77 Million
125,397 Added 34.22%
491,885 $26.5 Million
Q1 2025

Apr 23, 2025
BUY
$50.44 - $58.1 $2.46 Million - $2.83 Million
48,753 Added 15.34%
366,488 $18.9 Million
Q4 2024

Jan 15, 2025
BUY
$54.54 - $61.04 $17.1 Million - $19.2 Million
313,814 Added 8003.42%
317,735 $17.7 Million
Q3 2024

Oct 08, 2024
BUY
$51.0 - $57.07 $3,162 - $3,538
62 Added 1.61%
3,921 $218,000
Q1 2024

Apr 17, 2024
SELL
$49.45 - $54.43 $78,576 - $86,489
-1,589 Reduced 29.17%
3,859 $210,000
Q2 2023

Aug 04, 2023
SELL
$41.44 - $46.39 $748,696 - $838,128
-18,067 Reduced 76.83%
5,448 $252,000
Q1 2023

Apr 18, 2023
BUY
$42.38 - $49.75 $69,418 - $81,490
1,638 Added 7.49%
23,515 $1.05 Million
Q4 2022

Feb 14, 2023
BUY
$40.24 - $46.91 $497,970 - $580,511
12,375 Added 130.24%
21,877 $961,000
Q3 2022

Oct 11, 2022
BUY
$38.84 - $46.6 $150,466 - $180,528
3,874 Added 68.83%
9,502 $370,000
Q2 2022

Jul 26, 2022
BUY
$39.72 - $47.15 $635 - $754
16 Added 0.29%
5,628 $226,000
Q1 2022

Apr 27, 2022
SELL
$44.35 - $48.64 $1,507 - $1,653
-34 Reduced 0.6%
5,612 $261,000
Q4 2021

Jan 26, 2022
BUY
$44.48 - $49.36 $251,134 - $278,686
5,646 New
5,646 $268,000

Others Institutions Holding DFAT

# of Institutions
802
Shares Held
173M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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