Helen Stephens Group, LLC Dimensional ETF Tr U S Target Transaction History
Helen Stephens Group, LLC
- $259 Million
- Q1 2024
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 3,859 shares of DFAT stock, worth $197,619. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,859
Previous 5,448
29.17%
Holding current value
$197,619
Previous $285,000
26.32%
% of portfolio
0.08%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
632Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$701 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$648 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$465 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$396 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$247 Million3.04% of portfolio