Helen Stephens Group, LLC Dimensional ETF Tr Dimensional Transaction History

Helen Stephens Group, LLC

  • $327 Million
  • Q3 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 992,683 shares of DFIC stock, worth $26.2 Million. This represents 8.55% of its overall portfolio holdings.

Number of Shares
992,683
Previous 843,983 17.62%
Holding current value
$26.2 Million
Previous $22.2 Million 25.9%
% of portfolio
8.55%
Previous 7.7%

Shares

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

Oct 08, 2024
BUY
$25.36 - $28.37 $3.77 Million - $4.22 Million
148,700 Added 17.62%
992,683 $27.9 Million
Q2 2024

Jul 10, 2024
BUY
$25.73 - $27.44 $2.75 Million - $2.93 Million
106,701 Added 14.47%
843,983 $22.2 Million
Q1 2024

Apr 17, 2024
BUY
$24.62 - $26.83 $6.3 Million - $6.87 Million
256,018 Added 53.2%
737,282 $19.7 Million
Q4 2023

Jan 16, 2024
BUY
$22.18 - $25.58 $1.2 Million - $1.39 Million
54,241 Added 12.7%
481,264 $12.3 Million
Q3 2023

Oct 30, 2023
BUY
$23.25 - $25.17 $533,913 - $578,003
22,964 Added 5.68%
427,023 $9.97 Million
Q2 2023

Aug 04, 2023
BUY
$23.45 - $24.88 $1.59 Million - $1.69 Million
67,835 Added 20.18%
404,059 $9.81 Million
Q1 2023

Apr 18, 2023
BUY
$22.5 - $24.64 $3.06 Million - $3.35 Million
135,990 Added 67.92%
336,224 $8.09 Million
Q4 2022

Feb 14, 2023
BUY
$19.06 - $23.03 $3.31 Million - $4.01 Million
173,921 Added 660.97%
200,234 $4.48 Million
Q3 2022

Oct 11, 2022
SELL
$19.05 - $23.07 $1.44 Million - $1.75 Million
-75,804 Reduced 74.23%
26,313 $504,000
Q2 2022

Jul 26, 2022
BUY
$21.35 - $25.2 $2.18 Million - $2.57 Million
102,117 New
102,117 $2.2 Million

Others Institutions Holding DFIC

# of Institutions
362
Shares Held
234M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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