Helen Stephens Group, LLC Dimensional ETF Tr Dimensional Transaction History
Helen Stephens Group, LLC
- $352 Million
- Q1 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 118,495 shares of DUHP stock, worth $3.82 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
118,495
Previous 107,588
10.14%
Holding current value
$3.82 Million
Previous $3.64 Million
8.01%
% of portfolio
1.11%
Previous 1.08%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
400Shares Held
225MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.23 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.15 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$263 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$227 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$222 Million4.6% of portfolio