Helen Stephens Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Helen Stephens Group, LLC
- $445 Million
- Q3 2025
A detailed history of Helen Stephens Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Helen Stephens Group, LLC holds 744,508 shares of DFAC stock, worth $28.8 Million. This represents 6.46% of its overall portfolio holdings.
Number of Shares
744,508
Previous 752,894
1.11%
Holding current value
$28.8 Million
Previous $27 Million
6.42%
% of portfolio
6.46%
Previous 6.72%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,175Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio