Helen Stephens Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Helen Stephens Group, LLC

$402 Million
Q2 2025

A detailed history of Helen Stephens Group, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Helen Stephens Group, LLC holds 69,632 shares of DFNM stock, worth $3.31 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

69,632

Previous 46,034 51.26%

Holding current value

$3.31 Million

Previous $2.19 Million 50.85%

% of portfolio

0.82%

Previous 0.62%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 02, 2025	BUY	$46.77 - $47.89 $1.1 Million - $1.13 Million	23,598 Added 51.26%	69,632 $3.3 Million
Q1 2025 Apr 23, 2025	BUY	$47.35 - $48.24 $262,224 - $267,153	5,538 Added 13.68%	46,034 $2.19 Million
Q4 2024 Jan 15, 2025	BUY	$47.65 - $48.6 $63,565 - $64,832	1,334 Added 3.41%	40,496 $1.93 Million
Q3 2024 Oct 08, 2024	SELL	$47.7 - $48.54 $314,056 - $319,587	-6,584 Reduced 14.39%	39,162 $1.9 Million
Q2 2024 Jul 10, 2024	BUY	$47.4 - $48.0 $158,173 - $160,176	3,337 Added 7.87%	45,746 $2.19 Million
Q1 2024 Apr 17, 2024	SELL	$48.08 - $48.49 $311,366 - $314,021	-6,476 Reduced 13.25%	42,409 $2.04 Million
Q4 2023 Jan 16, 2024	BUY	$46.17 - $48.51 $566,275 - $594,975	12,265 Added 33.49%	48,885 $2.37 Million
Q3 2023 Oct 30, 2023	SELL	$46.44 - $47.81 $20,572 - $21,179	-443 Reduced 1.2%	36,620 $1.7 Million
Q2 2023 Aug 04, 2023	SELL	$47.15 - $48.62 $606,679 - $625,593	-12,867 Reduced 25.77%	37,063 $1.77 Million
Q1 2023 Apr 18, 2023	BUY	$47.4 - $48.69 $138,976 - $142,759	2,932 Added 6.24%	49,930 $2.41 Million
Q4 2022 Feb 14, 2023	BUY	$46.51 - $48.03 $2.19 Million - $2.26 Million	46,998 New	46,998 $2.25 Million

Others Institutions Holding DFNM

# of Institutions

252

Shares Held

26.7M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

Track This Portfolio

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.

Account

Helen Stephens Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History