Helen Stephens Group, LLC Dimensional ETF Tr Dimensional Transaction History
Helen Stephens Group, LLC
- $445 Million
- Q3 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 116,552 shares of DUHP stock, worth $4.42 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
116,552
Previous 116,330
0.19%
Holding current value
$4.42 Million
Previous $4.14 Million
6.43%
% of portfolio
0.99%
Previous 1.03%
Shares
13 transactions
Others Institutions Holding DUHP
# of Institutions
472Shares Held
249MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.52 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$309 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$286 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$267 Million15.92% of portfolio