Helen Stephens Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Helen Stephens Group, LLC
- $337 Million
- Q4 2024
A detailed history of Helen Stephens Group, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Helen Stephens Group, LLC holds 6,438 shares of DFCF stock, worth $270,911. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,438
Previous 22,488
71.37%
Holding current value
$270,911
Previous $971,000
72.61%
% of portfolio
0.08%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
403Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$486 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$468 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio