Helen Stephens Group, LLC Dimensional ETF Tr Dimensional Transaction History

Helen Stephens Group, LLC

$337 Million
Q4 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 328,758 shares of DFAR stock, worth $7.67 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares

328,758

Previous 380,655 13.63%

Holding current value

$7.67 Million

Previous $9.76 Million 21.61%

% of portfolio

2.27%

Previous 2.99%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

219

Shares Held

35.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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Helen Stephens Group, LLC Dimensional ETF Tr Dimensional Transaction History