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

Helen Stephens Group, LLC

  • $259 Million
  • Q1 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 5,099 shares of DFSD stock, worth $240,621. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,099
Previous 5,505 7.38%
Holding current value
$240,621
Previous $258,000 7.36%
% of portfolio
0.09%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$45.49 - $46.47 $222,127 - $226,913
4,883 New
4,883 $225,000

Others Institutions Holding DFSD

# of Institutions
224
Shares Held
34.8M
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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