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

Helen Stephens Group, LLC

  • $352 Million
  • Q1 2025

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 4,289 shares of DFSD stock, worth $204,671. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,289
Previous 4,317 0.65%
Holding current value
$204,671
Previous $202,000 0.5%
% of portfolio
0.06%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$46.74 - $47.55 $1,308 - $1,331
-28 Reduced 0.65%
4,289 $203,000
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
339
Shares Held
68.3M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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