Helen Stephens Group, LLC Dimensional ETF Tr Dimensional Transaction History

Helen Stephens Group, LLC

$463 Million
Q4 2025

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 115,546 shares of DUHP stock, worth $4.35 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

115,546

Previous 116,552 0.86%

Holding current value

$4.35 Million

Previous $4.4 Million 1.16%

% of portfolio

0.94%

Previous 0.99%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 05, 2026	SELL	$37.18 - $38.47 $37,403 - $38,700	-1,006 Reduced 0.86%	115,546 $4.35 Million
Q3 2025 Oct 02, 2025	BUY	$35.76 - $37.93 $7,938 - $8,420	222 Added 0.19%	116,552 $4.4 Million
Q2 2025 Jul 02, 2025	SELL	$29.36 - $35.56 $63,564 - $76,987	-2,165 Reduced 1.83%	116,330 $4.14 Million
Q1 2025 Apr 23, 2025	BUY	$32.57 - $35.82 $355,240 - $390,688	10,907 Added 10.14%	118,495 $3.93 Million
Q4 2024 Jan 15, 2025	BUY	$33.62 - $35.69 $9,379 - $9,957	279 Added 0.26%	107,588 $3.64 Million

Q3 2024 Oct 08, 2024	SELL	$30.74 - $34.07 $243,706 - $270,106	-7,928 Reduced 6.88%	107,309 $3.66 Million
Q2 2024 Jul 10, 2024	BUY	$29.72 - $32.4 $6,835 - $7,452	230 Added 0.2%	115,237 $3.69 Million
Q1 2024 Apr 17, 2024	SELL	$28.16 - $31.61 $130,775 - $146,796	-4,644 Reduced 3.88%	115,007 $3.64 Million
Q4 2023 Jan 16, 2024	BUY	$24.79 - $28.64 $7,139 - $8,248	288 Added 0.24%	119,651 $3.42 Million
Q3 2023 Oct 30, 2023	SELL	$25.64 - $27.32 $16,973 - $18,085	-662 Reduced 0.55%	119,363 $3.07 Million
Q2 2023 Aug 04, 2023	SELL	$24.51 - $26.54 $135,442 - $146,660	-5,526 Reduced 4.4%	120,025 $3.19 Million
Q1 2023 Apr 18, 2023	BUY	$23.91 - $25.61 $114,481 - $122,620	4,788 Added 3.96%	125,551 $3.16 Million
Q4 2022 Feb 14, 2023	BUY	$21.59 - $25.35 $60,538 - $71,081	2,804 Added 2.38%	120,763 $2.9 Million
Q3 2022 Oct 11, 2022	BUY	$21.34 - $25.56 $2.52 Million - $3.02 Million	117,959 New	117,959 $2.52 Million

Others Institutions Holding DUHP

# of Institutions

486

Shares Held

223M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Helen Stephens Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Helen Stephens Group, LLC with notifications on news.

Account

Helen Stephens Group, LLC Dimensional ETF Tr Dimensional Transaction History