Helen Stephens Group, LLC Dimensional ETF Tr Transaction History
Helen Stephens Group, LLC
- $259 Million
- Q1 2024
A detailed history of Helen Stephens Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Helen Stephens Group, LLC holds 111,762 shares of DFAU stock, worth $4.26 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
111,762
Previous 105,429
6.01%
Holding current value
$4.26 Million
Previous $3.51 Million
16.49%
% of portfolio
1.58%
Previous 1.57%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.4MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$159 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$140 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$123 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$102 Million25.27% of portfolio