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 $940,448. This represents 0.3% of its overall portfolio holdings.

Number of Shares
22,488
Previous 20,619 9.06%
Holding current value
$940,448
Previous $856,000 13.43%
% of portfolio
0.3%
Previous 0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$41.34 - $43.55 $77,264 - $81,394
1,869 Added 9.06%
22,488 $971,000
Q2 2024

Jul 10, 2024

BUY
$40.79 - $41.97 $110,459 - $113,654
2,708 Added 15.12%
20,619 $856,000
Q1 2024

Apr 17, 2024

BUY
$41.54 - $42.6 $470,689 - $482,700
11,331 Added 172.2%
17,911 $751,000
Q4 2023

Jan 16, 2024

BUY
$39.52 - $42.54 $260,041 - $279,913
6,580 New
6,580 $278,000

Others Institutions Holding DFCF

About DIMENSIONAL ETF TR CORE FXD IN


  • Ticker DFCF
  • Sector ETFs
  • Industry ETFs
More about DFCF
Track This Portfolio

Track Helen Stephens Group, LLC Portfolio

Follow Helen Stephens Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Helen Stephens Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Helen Stephens Group, LLC with notifications on news.