Helen Stephens Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Helen Stephens Group, LLC
- $402 Million
- Q2 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 6,717 shares of DFCF stock, worth $283,121. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,717
Previous 8,620
22.08%
Holding current value
$283,121
Previous $362,000
21.82%
% of portfolio
0.07%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
428Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$476 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$126 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$118 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$113 Million1.41% of portfolio