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 $34.3 Million. This represents 10.08% of its overall portfolio holdings.
Number of Shares
531,842
Previous 15,308
3374.27%
Holding current value
$34.3 Million
Previous $952,000
3463.66%
% of portfolio
10.08%
Previous 0.29%
Shares
13 transactions
Others Institutions Holding DFUS
# of Institutions
655Shares Held
135MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$565 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$514 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$378 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$266 Million0.08% of portfolio