Helen Stephens Group, LLC Dimensional ETF Tr U S Equity Transaction History
Helen Stephens Group, LLC
- $337 Million
- Q4 2024
A detailed history of Helen Stephens Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Helen Stephens Group, LLC holds 531,842 shares of DFUS stock, worth $35.5 Million. This represents 10.08% of its overall portfolio holdings.
Number of Shares
531,842
Previous 15,308
3374.27%
Holding current value
$35.5 Million
Previous $952,000
3463.66%
% of portfolio
10.08%
Previous 0.29%
Shares
13 transactions
Others Institutions Holding DFUS
# of Institutions
722Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.76 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$531 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$387 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$320 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$270 Million0.09% of portfolio