Helen Stephens Group, LLC Dimensional ETF Tr Dimensional Transaction History
Helen Stephens Group, LLC
- $327 Million
- Q3 2024
A detailed history of Helen Stephens Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Helen Stephens Group, LLC holds 107,309 shares of DUHP stock, worth $3.65 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
107,309
Previous 115,237
6.88%
Holding current value
$3.65 Million
Previous $3.69 Million
0.81%
% of portfolio
1.12%
Previous 1.28%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.29 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$284 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$233 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$229 Million15.86% of portfolio