Helen Stephens Group, LLC Dimensional ETF Tr Transaction History

Helen Stephens Group, LLC

$463 Million
Q4 2025

A detailed history of Helen Stephens Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Helen Stephens Group, LLC holds 225,329 shares of DFAI stock, worth $8.36 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares

225,329

Previous 226,705 0.61%

Holding current value

$8.36 Million

Previous $8.24 Million 1.42%

% of portfolio

1.81%

Previous 1.85%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 05, 2026	SELL	$35.82 - $37.52 $49,288 - $51,627	-1,376 Reduced 0.61%	225,329 $8.36 Million
Q3 2025 Oct 02, 2025	SELL	$34.05 - $36.55 $24,686 - $26,498	-725 Reduced 0.32%	226,705 $8.24 Million
Q2 2025 Jul 02, 2025	BUY	$28.02 - $34.71 $790,948 - $979,793	28,228 Added 14.17%	227,430 $7.86 Million
Q1 2025 Apr 23, 2025	BUY	$28.88 - $32.4 $11,696 - $13,122	405 Added 0.2%	199,202 $6.22 Million
Q4 2024 Jan 15, 2025	SELL	$29.0 - $31.6 $168,345 - $183,438	-5,805 Reduced 2.84%	198,797 $5.8 Million

Q3 2024 Oct 08, 2024	SELL	$28.69 - $32.06 $464,663 - $519,243	-16,196 Reduced 7.34%	204,602 $6.5 Million
Q2 2024 Jul 10, 2024	SELL	$28.93 - $30.91 $283,542 - $302,948	-9,801 Reduced 4.25%	220,798 $6.55 Million
Q1 2024 Apr 17, 2024	SELL	$27.74 - $30.27 $691,780 - $754,873	-24,938 Reduced 9.76%	230,599 $6.97 Million
Q4 2023 Jan 16, 2024	BUY	$24.88 - $28.69 $390,217 - $449,973	15,684 Added 6.54%	255,537 $7.32 Million
Q3 2023 Oct 30, 2023	BUY	$26.0 - $28.17 $50,414 - $54,621	1,939 Added 0.82%	239,853 $6.26 Million
Q2 2023 Aug 04, 2023	SELL	$26.46 - $28.05 $547,298 - $580,186	-20,684 Reduced 8.0%	237,914 $6.5 Million
Q1 2023 Apr 18, 2023	BUY	$25.21 - $27.45 $78,302 - $85,259	3,106 Added 1.22%	258,598 $6.97 Million
Q4 2022 Feb 14, 2023	SELL	$21.47 - $25.85 $281,171 - $338,531	-13,096 Reduced 4.88%	255,492 $6.4 Million
Q3 2022 Oct 11, 2022	BUY	$21.44 - $25.78 $2.96 Million - $3.56 Million	138,137 Added 105.89%	268,588 $5.79 Million
Q2 2022 Jul 26, 2022	BUY	$23.87 - $28.49 $245,192 - $292,649	10,272 Added 8.55%	130,451 $3.15 Million
Q1 2022 Apr 27, 2022	BUY	$25.94 - $30.08 $1.5 Million - $1.74 Million	57,775 Added 92.58%	120,179 $3.38 Million
Q4 2021 Jan 26, 2022	BUY	$28.27 - $30.4 $1.76 Million - $1.9 Million	62,404 New	62,404 $1.85 Million

Others Institutions Holding DFAI

# of Institutions

711

Shares Held

283M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
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Helen Stephens Group, LLC Dimensional ETF Tr Transaction History