Helen Stephens Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Helen Stephens Group, LLC
- $352 Million
- Q1 2025
A detailed history of Helen Stephens Group, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Helen Stephens Group, LLC holds 8,620 shares of DFCF stock, worth $361,609. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,620
Previous 6,438
33.89%
Holding current value
$361,609
Previous $266,000
36.09%
% of portfolio
0.1%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
415Shares Held
120MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio