Helen Stephens Group, LLC Dimensional ETF Tr Dimensional Transaction History
Helen Stephens Group, LLC
- $463 Million
- Q4 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 377,538 shares of DFAR stock, worth $8.85 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
377,538
Previous 347,248
8.72%
Holding current value
$8.85 Million
Previous $8.28 Million
6.81%
% of portfolio
1.91%
Previous 1.86%
Shares
14 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
45.9MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.3 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.38MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.5 Million10.63% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio