Helen Stephens Group, LLC Dimensional ETF Tr Dimensional Transaction History
Helen Stephens Group, LLC
- $259 Million
- Q1 2024
A detailed history of Helen Stephens Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Helen Stephens Group, LLC holds 737,282 shares of DFIC stock, worth $19.8 Million. This represents 7.62% of its overall portfolio holdings.
Number of Shares
737,282
Previous 481,264
53.2%
Holding current value
$19.8 Million
Previous $12.3 Million
60.52%
% of portfolio
7.62%
Previous 5.51%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
327Shares Held
198MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$575 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$570 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$428 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$149 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$122 Million16.95% of portfolio