Helen Stephens Group, LLC Dimensional ETF Tr Emerging Mk Transaction History
Helen Stephens Group, LLC
- $327 Million
- Q3 2024
A detailed history of Helen Stephens Group, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Helen Stephens Group, LLC holds 58,614 shares of DFEM stock, worth $1.55 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
58,614
Previous 54,519
7.51%
Holding current value
$1.55 Million
Previous $1.46 Million
13.18%
% of portfolio
0.5%
Previous 0.51%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$411 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$152 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio