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

Oct 08, 2024

BUY
$25.21 - $28.46 $103,234 - $116,543
4,095 Added 7.51%
58,614 $1.65 Million
Q2 2024

Jul 10, 2024

SELL
$24.84 - $27.2 $1,391 - $1,523
-56 Reduced 0.1%
54,519 $1.46 Million
Q1 2024

Apr 17, 2024

SELL
$23.62 - $25.64 $34,910 - $37,895
-1,478 Reduced 2.64%
54,575 $1.39 Million
Q4 2023

Jan 16, 2024

BUY
$22.36 - $24.96 $58,046 - $64,796
2,596 Added 4.86%
56,053 $1.4 Million
Q3 2023

Oct 30, 2023

BUY
$23.16 - $25.43 $37,079 - $40,713
1,601 Added 3.09%
53,457 $1.25 Million
Q2 2023

Aug 04, 2023

SELL
$23.0 - $24.82 $9,177 - $9,903
-399 Reduced 0.76%
51,856 $1.25 Million
Q1 2023

Apr 18, 2023

BUY
$22.42 - $24.83 $30,917 - $34,240
1,379 Added 2.71%
52,255 $1.23 Million
Q4 2022

Feb 14, 2023

BUY
$20.21 - $23.44 $38,136 - $44,231
1,887 Added 3.85%
50,876 $1.14 Million
Q3 2022

Oct 11, 2022

BUY
$20.44 - $24.05 $1 Million - $1.18 Million
48,989 New
48,989 $1 Million

Others Institutions Holding DFEM

About DIMENSIONAL ETF TR EMERGING MK


  • Ticker DFEM
  • Sector ETFs
  • Industry ETFs
More about DFEM
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.