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 $1.56 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
58,614
Previous 54,519
7.51%
Holding current value
$1.56 Million
Previous $1.46 Million
13.18%
% of portfolio
0.5%
Previous 0.51%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
346Shares Held
131MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$414 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio