Helen Stephens Group, LLC Dimensional ETF Tr Dimensional Transaction History

Helen Stephens Group, LLC

$402 Million
Q2 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 336,590 shares of DFAR stock, worth $7.8 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

336,590

Previous 343,095 1.9%

Holding current value

$7.8 Million

Previous $8.16 Million 3.18%

% of portfolio

1.97%

Previous 2.31%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 02, 2025	SELL	$20.99 - $23.93 $136,539 - $155,664	-6,505 Reduced 1.9%	336,590 $7.9 Million
Q1 2025 Apr 23, 2025	BUY	$22.35 - $24.52 $320,431 - $351,543	14,337 Added 4.36%	343,095 $8.16 Million
Q4 2024 Jan 15, 2025	SELL	$22.72 - $25.76 $1.18 Million - $1.34 Million	-51,897 Reduced 13.63%	328,758 $7.65 Million
Q3 2024 Oct 08, 2024	BUY	$21.91 - $26.03 $1.11 Million - $1.31 Million	50,465 Added 15.28%	380,655 $9.76 Million
Q2 2024 Jul 10, 2024	BUY	$20.41 - $22.23 $1.33 Million - $1.45 Million	65,037 Added 24.53%	330,190 $7.3 Million
Q1 2024 Apr 17, 2024	BUY	$21.28 - $22.96 $1.92 Million - $2.07 Million	90,175 Added 51.54%	265,153 $5.93 Million
Q4 2023 Jan 16, 2024	BUY	$18.45 - $23.08 $486,858 - $609,035	26,388 Added 17.76%	174,978 $3.98 Million
Q3 2023 Oct 30, 2023	BUY	$19.26 - $22.35 $315,035 - $365,578	16,357 Added 12.37%	148,590 $2.9 Million
Q2 2023 Aug 04, 2023	BUY	$20.22 - $21.63 $571,477 - $611,328	28,263 Added 27.18%	132,233 $2.85 Million
Q1 2023 Apr 18, 2023	BUY	$19.83 - $23.92 $498,605 - $601,444	25,144 Added 31.9%	103,970 $2.23 Million
Q4 2022 Feb 14, 2023	BUY	$19.45 - $22.52 $1.26 Million - $1.46 Million	64,807 Added 462.28%	78,826 $1.67 Million
Q3 2022 Oct 11, 2022	BUY	$20.34 - $25.89 $285,146 - $362,951	14,019 New	14,019 $288,000

Others Institutions Holding DFAR

# of Institutions

279

Shares Held

44.1M

Call Options Held

9.6K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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