Helen Stephens Group, LLC Dimensional ETF Tr Short Durat Transaction History

Helen Stephens Group, LLC

$337 Million
Q4 2024

A detailed history of Helen Stephens Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Helen Stephens Group, LLC holds 4,317 shares of DFSD stock, worth $205,187. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,317

Previous 5,661 23.74%

Holding current value

$205,187

Previous $270,000 25.19%

% of portfolio

0.06%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$46.75 - $47.8 $62,832 - $64,243	-1,344 Reduced 23.74%	4,317 $202,000
Q3 2024 Oct 08, 2024	BUY	$47.0 - $47.84 $24,863 - $25,307	529 Added 10.31%	5,661 $270,000
Q2 2024 Jul 10, 2024	BUY	$46.64 - $47.15 $1,539 - $1,555	33 Added 0.65%	5,132 $241,000
Q1 2024 Apr 17, 2024	SELL	$46.78 - $47.19 $18,992 - $19,159	-406 Reduced 7.38%	5,099 $239,000
Q4 2023 Jan 16, 2024	BUY	$46.16 - $47.09 $22,387 - $22,838	485 Added 9.66%	5,505 $258,000
Q3 2023 Oct 30, 2023	SELL	$46.24 - $46.65 $5,410 - $5,458	-117 Reduced 2.28%	5,020 $232,000
Q2 2023 Aug 04, 2023	BUY	$46.28 - $46.83 $5,507 - $5,572	119 Added 2.37%	5,137 $238,000
Q1 2023 Apr 18, 2023	BUY	$46.1 - $46.75 $6,223 - $6,311	135 Added 2.76%	5,018 $234,000
Q4 2022 Feb 14, 2023	BUY	$45.19 - $46.47 $220,662 - $226,913	4,883 New	4,883 $225,000

Others Institutions Holding DFSD

# of Institutions

331

Shares Held

65.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

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Helen Stephens Group, LLC Dimensional ETF Tr Short Durat Transaction History