Helen Stephens Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Helen Stephens Group, LLC
- $327 Million
- Q3 2024
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 22,488 shares of DFCF stock, worth $928,979. This represents 0.3% of its overall portfolio holdings.
Number of Shares
22,488
Previous 20,619
9.06%
Holding current value
$928,979
Previous $856,000
13.43%
% of portfolio
0.3%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86 Million12.12% of portfolio