Helen Stephens Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Helen Stephens Group, LLC
- $259 Million
- Q1 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 17,911 shares of DFCF stock, worth $749,933. This represents 0.29% of its overall portfolio holdings.
Number of Shares
17,911
Previous 6,580
172.2%
Holding current value
$749,933
Previous $278,000
170.14%
% of portfolio
0.29%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
289Shares Held
78.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$416 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$291 Million10.95% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$110 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$95 Million24.6% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$78.6 Million1.26% of portfolio