Helen Stephens Group, LLC Dimensional ETF Tr U S Target Transaction History

Helen Stephens Group, LLC

$402 Million
Q2 2025

A detailed history of Helen Stephens Group, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Helen Stephens Group, LLC holds 491,885 shares of DFAT stock, worth $27.7 Million. This represents 6.61% of its overall portfolio holdings.

Number of Shares

491,885

Previous 366,488 34.22%

Holding current value

$27.7 Million

Previous $18.9 Million 40.66%

% of portfolio

6.61%

Previous 5.35%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 02, 2025	BUY	$44.8 - $53.97 $5.62 Million - $6.77 Million	125,397 Added 34.22%	491,885 $26.5 Million
Q1 2025 Apr 23, 2025	BUY	$50.44 - $58.1 $2.46 Million - $2.83 Million	48,753 Added 15.34%	366,488 $18.9 Million
Q4 2024 Jan 15, 2025	BUY	$54.54 - $61.04 $17.1 Million - $19.2 Million	313,814 Added 8003.42%	317,735 $17.7 Million
Q3 2024 Oct 08, 2024	BUY	$51.0 - $57.07 $3,162 - $3,538	62 Added 1.61%	3,921 $218,000
Q1 2024 Apr 17, 2024	SELL	$49.45 - $54.43 $78,576 - $86,489	-1,589 Reduced 29.17%	3,859 $210,000
Q2 2023 Aug 04, 2023	SELL	$41.44 - $46.39 $748,696 - $838,128	-18,067 Reduced 76.83%	5,448 $252,000
Q1 2023 Apr 18, 2023	BUY	$42.38 - $49.75 $69,418 - $81,490	1,638 Added 7.49%	23,515 $1.05 Million
Q4 2022 Feb 14, 2023	BUY	$40.24 - $46.91 $497,970 - $580,511	12,375 Added 130.24%	21,877 $961,000
Q3 2022 Oct 11, 2022	BUY	$38.84 - $46.6 $150,466 - $180,528	3,874 Added 68.83%	9,502 $370,000
Q2 2022 Jul 26, 2022	BUY	$39.72 - $47.15 $635 - $754	16 Added 0.29%	5,628 $226,000
Q1 2022 Apr 27, 2022	SELL	$44.35 - $48.64 $1,507 - $1,653	-34 Reduced 0.6%	5,612 $261,000
Q4 2021 Jan 26, 2022	BUY	$44.48 - $49.36 $251,134 - $278,686	5,646 New	5,646 $268,000

Others Institutions Holding DFAT

# of Institutions

771

Shares Held

168M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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Helen Stephens Group, LLC Dimensional ETF Tr U S Target Transaction History